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Archive for Category: Podcast

018: Naming a Guardian for Your Children: What California Parents Need to Know

Most parents put off naming a guardian for their children because the topic feels heavy to sit with. DeDe Soto breaks down why that delay

017: What Happens to Your Kids Without a Legal Guardianship Plan in California

Many parents believe a will is enough to protect their children if the unthinkable happens. DeDe Soto explains why that assumption falls short, and what

016: How a Special Needs Trust Protects Your Child’s Government Benefits in California

Today on Legacy Protected, DeDe Soto breaks down one of the most misunderstood tools in family planning: the special needs trust. For parents of children

015: Trust Administration in California: What Every Trustee Needs to Know Before They Start

When a loved one dies and you’re named successor trustee, the clock starts immediately. In this episode, DeDe Soto breaks down the full arc of

014: What Every Trustee Needs to Know About Managing a Trust in California

Becoming a trustee after losing a loved one is stressful enough without also discovering you have a legal minefield to cross. In this episode, DeDe

013: How California Business Owners Can Transfer Wealth, Protect Assets, and Avoid Probate Court

Business succession planning is where California business owners lose the most money — and most of them never see it coming. In this episode, DeDe

012: Business Succession Planning in California: What Every Business Owner Needs to Know Before It’s Too Late

In this episode of Legacy Protected, DeDe Soto breaks down everything California business owners need to know about business succession planning — and why most

011: 3 Proven Strategies to Keep Your California Estate Out of Probate Court

Probate in California is expensive, time-consuming, and — with the right planning — almost entirely avoidable. In this episode, DeDe Soto breaks down three proven

010: Transferring Property in Newport Beach: Trusts, LLCs, and Family Dynamics Explained

Transferring real estate in Newport Beach involves far more than just signing over a deed — and DeDe Soto breaks down everything families need to

009: How to Transfer Real Estate in California Without Triggering Massive Capital Gains or Property Tax Reassessment

In this episode of Legacy Protected, DeDe Soto breaks down one of the most important estate planning issues facing Southern California families: how to transfer

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