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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
They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think so!). Just like any other adult, their health and financial info... ...more
Estate Planning
June 17, 2024•8 min read
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, 2024•6 min read
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, 2024•8 min read
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, 2024•7 min read
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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Roots and Wings Legal, P.C.
1990 N California Blvd, Suite 800
Walnut Creek, CA 94596
925.289.8990
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