Legacy Protected
Navigating Estate Planning and Probate in Southern California
Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we’ll demystify the complex legal landscape that surrounds asset protection, inheritance preservation, and care for vulnerable family members.
- What is the difference between a Will and a Trust, and why do so many people confuse them?
- Why do I need a Trust?
- What is Probate, and how can it affect my estate?
- What is the difference between a revocable and an irrevocable trust?
- Who should be the Trustee or Executor in our estate plan?
- When should our children be allowed to take charge of their inheritance?
- Should the Guardian of our children also manage their financial affairs?
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 carries real risk, walking through what happens when a judge, not a parent, ends up deciding who raises the kids after a tragedy strikes. DeDe covers the difference between short-term […]
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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 really happens to minor children in the first hours after a tragedy when no legal guardianship plan exists. In this episode, DeDe walks through the difference between guardianship of the […]
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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 with disabilities, a standard will is not just insufficient, it can strip a child of critical government benefits like SSI and Medi-Cal the moment an inheritance lands in their name. […]
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