Blog

Father Knows Best: Avoiding Common Estate Planning Pitfalls

As a father, you've always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can fail if you overlook the ... ...more

Estate Planning

June 09, 20246 min read

Father Knows Best: Avoiding Common Estate Planning Pitfalls

Updating your estate plan for divorce: 5 Changes to make

Even if the process is amicable, divorce can be one of life's most stressful events. With so many major changes taking place, it’s easy to forget to update your estate plan—or simply put it off until ... ...more

Estate Planning

June 03, 20248 min read

Updating your estate plan for divorce: 5 Changes to make

Memorial Day Reflections: Crafting Your Lasting Legacy With Estate Planning

Memorial Day brings with it an opportunity to reflect on the concepts of mortality, remembrance, and legacy. But what is a legacy, really? And how does it apply to you? Read more… ...more

Estate Planning

May 29, 20247 min read

Memorial Day Reflections: Crafting Your Lasting Legacy With Estate Planning

10 Steps to Take Now to Secure a Comfortable Retirement: Part 2

This week, we continue with 5 more steps, from adapting your home for comfort and safety to harnessing technology for independence. Taking these steps will give you comfort in your later years. Read m... ...more

Estate Planning

May 24, 20247 min read

10 Steps to Take Now to Secure a Comfortable Retirement: Part 2

10 Steps to Take Now to Secure a Comfortable Retirement: Part 1

Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and strategic planning. ...more

Estate Planning

May 17, 20247 min read

10 Steps to Take Now to Secure a Comfortable Retirement: Part 1

Estate Planning: A Gift of Peace and Power for Every Mother

Here’s a Mother's Day gift that keeps on giving: the peace of mind and power that comes with thoughtful estate planning. Estate planning helps you protect yourself, your children and your financial st... ...more

Estate Planning

May 10, 20247 min read

Estate Planning: A Gift of Peace and Power for Every Mother

This article is a service of Roots + Wings Legal, a Personal Family Lawyer® Firm. We don't just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That's why we offer a Life and Legacy Planning Session™, during which you will get more financially organized than you've ever been before and make all the best choices for the people you love. You can begin by calling our office today to schedule a Life and Legacy Planning Session.

The content is sourced from Personal Family Lawyer® for use by Personal Family Lawyer® firms, a source believed to be providing accurate information. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking legal advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

Contact Our Firm

I agree to Roots and Wings Legal's terms and privacy policy. By providing my phone number, I agree to receive text messages from the business.

Welcome to Roots and 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.

Contact Us Today

Roots and Wings Legal is committed to answering your questions about estate planning issues in California. We offer consultations and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

Office Location

Roots and Wings Legal, P.C.

1990 N California Blvd, Suite 800

Walnut Creek, CA 94596

925.289.8990

[email protected]

No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

Connect

Copyright © 2024 Roots and Wings Legal, P.C.