Our Blog
A Halloween Tale
On Halloween night, Sarah finds herself facing her deepest fears. After losing her beloved Aunt Margaret, she’s unprepared for the storm of ghostly creditors demanding payment, secrets of a hidden hei... ...more
Halloween Special
October 31, 2024•3 min read
Deli Drama: Boar's Head Family Dispute
What happened with the Boar's Head dispute? How does it show the importance of succession planning and having an exit plan? ...more
Estate Planning ,asset protection &Succession planning
October 15, 2024•2 min read
Connelly v. United States: What It Means for Business Owners
How the U.S. Supreme Court's decision puts a burden on small business owners, and how to work through these problems. ...more
asset protection
September 26, 2024•2 min read
Client Alert: Critical Compliance for Business Owners – Corporate Transparency Act
If you are a business owner, your business may be subject to the Corporate Transparency Act (CTA), which became law in January 2021. The CTA requires certain companies to disclose information about th... ...more
asset protection
September 11, 2024•1 min read
Why Asset Protection Matters: Building Peace of Mind for Your Financial Future
Ensure your wealth is secure with asset protection strategies. Learn how trusts, legal entities, and insurance can safeguard your assets, giving you peace of mind to focus on enjoying your success and... ...more
asset protection
August 19, 2024•3 min read
Comprehensive Estate Planning: Navigating the Complexities of Foreign Assets
All too often, clients come to see us under the impression that their estate planning is relatively straightforward, mentioning almost as an aside that they have, or will acquire offshore assets. ...more
Estate Planning
July 04, 2024•4 min read
A Halloween Tale
On Halloween night, Sarah finds herself facing her deepest fears. After losing her beloved Aunt Margaret, she’s unprepared for the storm of ghostly creditors demanding payment, secrets of a hidden hei... ...more
Halloween Special
October 31, 2024•3 min read
Deli Drama: Boar's Head Family Dispute
What happened with the Boar's Head dispute? How does it show the importance of succession planning and having an exit plan? ...more
Estate Planning ,asset protection &Succession planning
October 15, 2024•2 min read
Connelly v. United States: What It Means for Business Owners
How the U.S. Supreme Court's decision puts a burden on small business owners, and how to work through these problems. ...more
asset protection
September 26, 2024•2 min read
Client Alert: Critical Compliance for Business Owners – Corporate Transparency Act
If you are a business owner, your business may be subject to the Corporate Transparency Act (CTA), which became law in January 2021. The CTA requires certain companies to disclose information about th... ...more
asset protection
September 11, 2024•1 min read
Why Asset Protection Matters: Building Peace of Mind for Your Financial Future
Ensure your wealth is secure with asset protection strategies. Learn how trusts, legal entities, and insurance can safeguard your assets, giving you peace of mind to focus on enjoying your success and... ...more
asset protection
August 19, 2024•3 min read
Comprehensive Estate Planning: Navigating the Complexities of Foreign Assets
All too often, clients come to see us under the impression that their estate planning is relatively straightforward, mentioning almost as an aside that they have, or will acquire offshore assets. ...more
Estate Planning
July 04, 2024•4 min read
Welcome to Roots and Wings Legal
At Roots and Wings Legal, we understand that estate planning is a journey, not just a destination. Our personalized services are designed to grow with your family, ensuring peace of mind at every stage of life.
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Walnut Creek, CA 94596
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