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Estate Planning

Free Guardianship Planning Workshops

Free Guardianship Planning Workshops

[Sponsor]

DeDe Soto of The Soto Law Group is hosting two free guardianship planning workshops next month at newly opened (and amazing) The Dailey Method Newport Beach barre studio.

Here three reasons why you should sign up today:

1. Choosing the right guardians for your kids is one of the most important decisions you can make as a parent. DeDe will teach you how to avoid making any of the six common mistakes families make when naming legal guardians for their minor children.

2. Have you ever wondered what exactly an estate plan is? Or if you need one? DeDe will tell you exactly what is entailed in putting one together and how to get started.

3. These two guardianship planning workshops are free to attend and offer free childcare! Essentially, you have nothing to lose by going and everything to gain.

Here’s the info!

Date Night for Parents

Friday, April 4th, 2014 at 6:30pm
Couples can attend together, enjoy some much deserved Friday night drinks and apps

Light Brunch

Thursday, April 10th at 10:30am
Light brunch will be served

Free childcare is available both events at The Dailey Method. Registration for attendance and childcare is required due to limited space.

There will also be raffles and other fun prizes.

Reserve your spot by calling 888-735-7686 or click here to sign up online.

Free Wine & Cheese (Educational!) Date Night

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Estate Planning Workshop

Do you know the difference between a will and a trust? Do you know which legal documents every parent should have in place at the very least? Do you know how guardianship would work for your kids if something were to happen to you? Do you know what a health care directive is? Where would your money go if something happened to you? When?

Estate Planning Date Night Workshop

If you are a parent and have not taken the steps to find out the answers to the above and have not put legal documents in place to protect your kids, The Soto Law Group is holding a free educational date night for parents to come and learn more, with wine and cheese as an added bonus. 

Book a sitter and join DeDe Soto, an Orange County Estate Planning Attorney, on Friday, February 7th at 6:30pm at Anne’s Boutique Wines in Costa Mesa to sip on a little chard and find out the answers to all the above.

Click here to register to attend for free. Space is limited.

About The Soto Law Group

DeDe Soto has taken her passion for helping families and made a career out of educating parents on the protective legal documents they should have in place to make sure their family is taken care of under all circumstances.

How Does the Process Work?

DeDe meets with her clients at an initial consultation that takes approximately two hours.  At this consultation, she learns more about your unique circumstances.

Her family wealth inventory and assessment helps clients map out their property, assets, health care directives, and most importantly, decide on their choice of short term and long term guardians should something happen.

After the consultation, she will provide a legal recommendation that would work best for your family and circumstances.

She works on flat fees, so you never have to work about overtime or unexpected expenses.

Think About This…

It’s not just about who could care for your kids and who and when your money would be distributed to. In addition to the money aspect, there is also the importance of documenting your intellectual and spiritual values.

DeDe records an interview at the end of the process to document the intangible things like why you chose your guardians, how you met, how you feel about education, your views on religion, spirituality and other important questions about values important to your family.

The types of things that can’t be captured in a legal document, but one that would be appreciated and treasured by your children and guardians.

Learn More…

You can learn more about this topic and how DeDe can help your family next month. Again, click here to register.

www.TheSotoGroup.com

Follow The Soto Group on Twitter and Facebook for updates

R. DeDe Soto, Esq.
Soto Law Group
1101 Dove Street, Suite 200
Newport Beach, CA 92660
949.945.0056

dede@thesotolawgroup.com

Bringing Sexy Back To Parenting

Orange County Family Lawyer

I had a little chuckle when I saw our Sponsor, Orange County family lawyer, Darlynn Morgan‘s guest post title today and I was intrigued to find out how family estate planning could bring sexy back to parenting. But I have to say, she makes a very compelling argument. Make sure to read to the end of the post to get the info on her three free workshops this month.

Read on…

Bringing Sexy Back to Parenting 

“I’ll admit it. I was never a huge Ashton Kutcher fan until I watched his acceptance speech from the Nickelodeon Teen Choice Awards.

If you haven’t watched the clip yet, take the 4 minutes to do it. You won’t regret it. (This is Jen talking now – seriously – WATCH IT! I got the chills. Amazing message.)

Revealing that his real name is Chris, Ashton let his young fans in on the “secret sauce” to his success; namely that fame and fortune doesn’t just fall out of the sky, but is the result of a strong work ethic and opportunities that “look a lot like hard work.”

He also schools his ‘tween and teenage fans about the real meaning of “sexy”.

“Don’t buy it,” he said. “The sexiest thing in the entire world is being really smart, and being thoughtful, and being generous. Everything else is crap. I promise you.”

A powerful message for our kids indeed…but even more relevant for young, savvy parents who desire the very best for their kids.

Let’s face it. Every parent dreams of giving their children a beautiful home, nice clothes, top-of-the-line gear, luxurious vacations and even more opportunities than we may have enjoyed.

But living a truly fabulous and sexy lifestyle goes beyond just material things; it’s also about making SMART choices now to ensure your family is never robbed of those opportunities in the future.

No matter what your net worth or future goals are, every parent needs a crash course on how to protect their family from life’s risks such as lawsuits, divorce, financial problems or the death or incapacity of one or both parents.

These things can happen to anyone, but a there are a few easy, pro-active steps you can take to lessen the blow and enjoy the confidence knowing that your family would be prepared to ride out the storm.

Can confidently answer these questions about YOUR family?

~ I know, without a shadow of a doubt, that my kids would be raised by the people I WANT if something happens to me or my spouse.

~ If I’m temporarily incapacitated (…in a car accident, for example), I’ve created the legal documents necessary that would allow police or first responders to leave my kids with loved ones, and not place them in the care of social services until a judge shows up to make that decision (this is what they MUST do under the law!).

~ If something happens to me, I’ve put “speed bumps” around my children’s inheritance so they can’t blow their money at the vulnerable age of 18.

~ If I’m remarried, I know how to properly hold title to my house and “blend” our assets in a way that protects my kids from a previous relationship and my interests if I unexpectedly pass away or the marriage ends.

~ I have the RIGHT insurance and other financial protections in place to ensure my kids always enjoy the lifestyle I want for them if the unthinkable happens.

~ If you can’t confidently answer YES to any of these questions, NOW is the time to take back control of your financial future and learn how to get your legal house in order once and for all.

You may be scared to face your own mortality, or maybe you’ve never handled financial issues for your family… but learning how is empowering!

There is no greater peace of mind than knowing that you can take a romantic date with your spouse or head off on vacation without worrying about what would happen to your kids if something happened to you.

And the best part? You can learn how to implement these savvy legal protections for your family in a way that’s easy to understand, FREE and at a fun place here in Orange County (…or from the comfort of your own home!).

I’m talking about my Kids Protection Planning seminars, which are happening THIS MONTH at Xpecting, Granola Babies and via teleseminar.  Hundreds of smart OC parents have gone through our workshops and left feeling totally in control, empowered and equipped with an action plan to make great legal and financial decisions for the future.

What real OC parents have to say…

We recently had two children and knew we had to get our custody and financial distribution in order… Darlynn was so generous with her wisdom, time, and personal experiences. She gave honest opinions only when asked with no judgments given. Everything was very professional, timely, and easy to follow. Thank you! – Leane and Alex H., Glendale

My wife and I were ‘first timers’ and had a lot of estate planning questions, especially relating to protecting our two young boys. There is nothing scarier than the thought of what would happen to your children if you were gone. Darlynn truly cares, and it comes through. — Michael S., Irvine

We have been wanting to do it for awhile, but a trip out of the country propelled us to do it and stop procrastinating…. this was a great, easy process because of your sincerity, kindness and organization.  I loved how personable you are, and family friendly.  The process was very smooth and almost effortless on our part. — Jeff & Faith F., Santa Ana

We appreciated your thoroughness, professional presentation using visual aids, friendly atmosphere [and] the warmth of hospitality expressed. — Monte & Darleen H., Yorba Linda

Or, check out this post from Tiny Orange’s very own Susanne Henderson who blogged about her entire experience firsthand.

Three free workshops this month

So what are you waiting for?  Choose from one of the following dates and times and visit KidsProtectionWorkshop.com to register.

Attendance is free but seating is ALWAYS limited.  Bring your spouse, grab a girlfriend…you can even bring your kids, but RSVP now to ensure you have a space.

Xpecting Maternity

September 12th at 6 pm

Granola Babies

September 17th at 1 pm

Teleseminar (call in with your hubby in your jammies!)

September 18th at 8 pm

Come learn how building a fabulous lifestyle on a solid foundation and making SMART choices for the future can be fun after all!  Set the example of what is really SEXY for your family. They will thank you for it if the unthinkable happens.

[Disclosure: Morgan Law Group is a Tiny Oranges Sponsor]

Setting Up Our Kids Protection Plan

Recently, my husband and I finally had our meeting with Darlynn Morgan, of Morgan Law Group, our focus: setting up our Kids Protection Plan.

I can’t wait to have a catch-all plan in place for the not so pleasant to think about “God forbid what if something happened to us” scenario.

I say finally because it is something we’ve had on our to-do list for a very long time. And actually, we had initially scheduled the meeting for January, but had to reschedule with Darlynn, because just days before my Mom tripped and broke her knee cap, and her emergency surgery was scheduled for that day.  My poor Momma.

Just a reminder that sometimes we get thrown curveballs we can’t plan for…

I know Darlynn, and what a nice woman she is, but I must admit, walking from my car to her office, the importance of what we were meeting to do had left me slightly anxious.Upon entering Darlynn’s office, I was greeted by her super friendly staff and the serene decor was instantly comforting.

To start the meeting Darlynn briefly shared her heart-wrenching story of having lost her husband at a young age. It was her experience working with a traditional law firm that was hard to get on the phone during an extremely difficult time that lead her to pursue Family Estate Planning Law.

She knew she could do a better job taking care of families, and built her firm based upon this premise.

Next, Darlynn walked us through how they like to do things differently, and quickly outlined their Kids Protection Plan.

Their plan makes sure that children are covered by naming short term guardians (who live within 20 mins of your home, who your children are very comfortable with) and long term guardians (taking care to name the specific individual in case of a future divorce).

The plan includes specific instructions for the babysitter if she were to get the horrible call that something had happened to you.  It also includes forms to give to your chosen short term guardians so they could step in and show the police, ensuring there is no confusion and your children wouldn’t end up in Child Protective Services.

Next Darlynn bridged the topic my husband had been waiting for: the fees. Being completely honest, before we left for the meeting, my husband said: “Susanne, I know you know Darlynn, but if it’s too expensive we’ll have to say no.”

What we really liked is she offers her services on a flat rate.  She doesn’t want her families to feel discouraged from calling her with a question by high hourly fees.

After going over everything with us, she offered us time to discuss our decision alone, and if we wanted to get started we could get our plan in motion today.

We were ready.

Darlynn’s calm and sweet nature with these difficult decisions put us at ease.  The plan is so organized she swiftly moved through the important topics and we answered what we could right there.

There were a few questions we needed more time with, which we took home as homework.

Before leaving we set up a signing date for early April.

What I really have loved about this whole experience is I honestly feel like I have someone in my corner.  And my husband really loves knowing that if something happened to him, I would have someone I trust and feel comfortable with to be there to help me work through that difficult time.

You can meet Darlynn and learn more at these three upcoming free workshops for parents. Please RSVP here; space is limited.

Kids Protection Planning Workshop, Legal Planning for Busy Parents

“9 Easy Steps To Make Sure Your Kids Are Protected No Matter What!”

April 13 at 2:00pm

Granola Babies

3315 Hyland Ave, Costa Mesa

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April 20 at 1:00pm

My Gym

2040 Quail St, Newport Beach

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April 25 at 6:00pm

Xpecting Boutique

369 E.17th Street #20, Costa Mesa

www.kidsprotectionworkshop.com

[Disclosure: Morgan Law Group is a Tiny Oranges Sponsor]

OC Estate Planning and Living Trust: 2013 Must!

It’s the New Year and on the TOP of my to-do list is getting our Family’s Estate Planning and Living Trust set up.  It’s time!  We have been meaning to do this for years now, our girls are six and four and God forbid anything were to ever happen to my husband and I, we want to be sure they are provided for and protected.

I have met Darlynn Morgan of Morgan Law Group several times, actually I seem to bump into her everywhere  I go (last month it was the Santa Train with her adorable family).  I know her to be very sweet and genuine, and I trust that she will have my family’s best interests at heart when she helps us with our Estate Planning and Living Trust.

So last month Mike and I listened in on Darlynn’s very informative teleseminar = call in from home in your PJ’s teleseminar (LOVE!)

It started with Darlynn sharing her heart wrenching story of how she lost her husband in his 30s.  After living through such a crazy hard time in her life, she decided to dedicate her life’s work to making sure others who face such devastating circumstances are prepared and have guidance.

There were several topics touched upon, most of them I had never even thought of, such as the importance of naming short term guardians who live within 20 minutes of your home to be sure in the case of an emergency when a babysitter is watching your kids, they don’t end up in Child Protective Services.

I also learned when naming your Long Term Guardians it is important to name the specific individual.  What if you name a couple and they were to get a divorce?  You want to be sure you are specific so your children are raised by the person you intend.

Sometimes the person you would never want to raise your children will look better on paper to a judge than your first choice.

The teleseminar touched on many other important financial points such how to avoid probate and minimize estate taxes to be sure your children are left with as much of your wealth as possible.

Such heavy, difficult topics are hard to face, but we have set up our appointment to meet with Darlynn at the end of the month and I already feel lighter because we are on our way to having our family’s affairs in order.  And I love that we are working with someone who really cares about my family’s well being.

If you would like to start off the New Year checking this off your to-do list as well you can meet Darlynn this month at her in-person FREE workshop:

January 26th at 2:00pm

Granola Babies

3315 Hyland Avenue

Costa Mesa, CA 92626

Or she has another upcoming FREE teleseminar so you can learn more from the comfort of your own home:

January 29th at 8:00pm
Call in from home 

Register now for an upcoming event with Darlynn at

www.kidsprotectionworkshop.com