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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

The Dark Side of the Internet: Protect Yourself From Online Scams and Digital Attacks

In the digital age, online scams and cyber attacks are becoming more frequent, posing risks to not only everyday users but also to lawyers who manage clients’ sensitive information. ...more

Estate Planning

May 03, 20245 min read

The Dark Side of the Internet: Protect Yourself From Online Scams and Digital Attacks

What Happens To Your Social Media Account When You Die?

When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased users, ranging from permanent deletion to transforming accounts i... ...more

Estate Planning

April 26, 20245 min read

What Happens To Your Social Media Account When You Die?

4 REASONS WHY ESTATE PLANNING IS SO ESSENTIAL FOR BUSINESS OWNERS

If you are running a business, it's easy to give estate planning less priority than your other business matters. ...more

Estate Planning

April 19, 20249 min read

4 REASONS WHY ESTATE PLANNING IS SO ESSENTIAL FOR BUSINESS OWNERS

Why Estate Planning Is the Best Use of Your Tax Refund

When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn't it?) it's easy to start dreaming about all the ways you can use it. ...more

Estate Planning

April 15, 202410 min read

Why Estate Planning Is the Best Use of Your Tax Refund

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.

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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.

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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.

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1990 N California Blvd, Suite 800

Walnut Creek, CA 94596

925.289.8990

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