Legal Planning

Legal Planning - The Soto Law Group

The-Soto-Law-Group

We believe that planning is about much more than just the transfer of your financial wealth. With all of our plans, we include a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual and human assets, who you are and what’s important to you.

Many estate planning attorneys take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem is that the client has an impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.

You want a plan in place that will make things easy for your loved ones no matter what happens.

The Soto Law Group
1101 Dove Street,
Suite 200
Newport Beach, CA 92660

Contact:
DeDe Soto
Certified Financial Planner
Tel: (949) 945-0056
dede@http://www.thesotolawgroup.com
www.thesotolawgroup.com

DeDe-Soto-The-Soto-Law-Group

DeDe Soto established The Soto Law Group so she could dedicate herself to the needs of families and business owners. DeDe has a broad background of legal experience.

DeDe started her estate planning practice only on a referral basis several years ago 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.

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. She provides the 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 her Child’s 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. They attend Mariner’s Church in Irvine and volunteer their time to a church ministry for families that call home a Motel.

Orange County Care Team