HeyJaredLegacy 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.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 2, 2026
- Audience
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- Earliest in this view
- Jul 22, 2026
Latest episodes
019: Financial or Medical Power of Attorney: What California Law Requires (opens the original)
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Power of attorney sounds simple until a family actually needs one. DeDe Soto breaks down why so many people believe they have this handled when they don't, from mismatched financial and medical documents to the shock of learning a power of attorney becomes void the moment someone dies. She explains the difference between immediate and "springing" authority, why 401(k)s and IRAs sit outside a trust, and how conflicting paperwork can send a family straight into probate court. DeDe also covers choo
018: Naming a Guardian for Your Children: What California Parents Need to Know (opens the original)
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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 and long-term guardians, why godparents aren't automatically granted custody, and how blended families need to name a stepparent as a short-term guardian to avoid gaps in care. S
017: What Happens to Your Kids Without a Legal Guardianship Plan in California (opens the original)
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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 person and guardianship of the estate, why naming a guardian in a will only takes effect after death, and how Child Protective Services becomes involved without
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