SOTO LAW GROUP
http://thesotolawgroup.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: California
DeDe established Soto Law Group so she could dedicate herself to the needs of growing families and business owners. DeDe has a broad background of legal experience. From early on where she started practicing in family law and business litigation, and later when she developed an extensive real estate expertise. This expertise includes community planning/land-use entitlement, extensive negotiations with municipalities, local government and business owners on behalf of large real estate developers. Other areas of expertise include environmental compliance, conservation easements, and complicated acquisition issues.
DeDe started her estate planning practice only on a referral basis several years ago and recently made the transition to full time with the Soto Law Group. To provide invaluable services for families and small business owners she has continued her education at Chapman College School of Law (LLM courses) and financial planning courses at University of California, Irvine (Financial Planning Certificate). Incorporating her business knowledge and real estate expertise with her passion for coaching and teaching she brings an invaluable combination to her estate planning clients.
Joining the Personal Family Lawyer® program was a natural fit for her. She had always believed that traditional estate planning, which implies, and often focuses only on, financial wealth and taxation was too limited and short-sighted. DeDe believes it’s not only about passing on financial wealth, but also intellectual, spiritual and human wealth. As part of the Family Wealth Institution, she can provide a framework for a more holistic approach to family wealth planning. “We can actually pass on the clients’ stories, insights and wisdom to their children, grandchildren and other loved ones so that they don’t get lost when the clients pass away,” she explains. She also appreciates that, through the Kids Protection Plan, her clients can rest assure, knowing that if something unexpected or unthinkable happens to mom and dad, the kids won’t have to spend time in Child Protective Services/foster care until their permanent guardians can arrive on the scene. Additionally, she can protect the children’s inheritance from later creditors and predators.
On a personal note, she is happily married to her husband Robert and they have a Chihuahua, named Noodle. Both she and her husband are dedicated to assisting and protecting families.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
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