Legacy Planning
About Our Legacy Planning
Our Legacy Planning Session offers a comprehensive, structured approach for families and individuals to safeguard their assets, ensure family continuity, and protect loved ones’ futures.
This planning includes legal strategies to address everything from protecting personal assets to securing guardianship for children. It’s ideal for those wanting a clear, customized roadmap that covers essential aspects of estate and wealth protection:
Estate Planning
Do you know what would happen legally- to you, your loved ones, your money and everything else you care about – if something unexpected happened to you?
If you have an estate plan and it's out of date, your assets could be lost to the State Department of Unclaimed Property, or to an unnecessary Court process. Read More
Business Succession and Exit Planning
Business Succession and Exit Planning
At Roots and Wings, we understand that your business is not just a source of income but a significant part of your legacy. Our Succession and Exit Planning services are designed to ensure a seamless transition that protects your interests and preserves the value you've built over the years.
Guardianship+
69% of parents have not yet named legal guardians for their children. Of the 31% who have, most have made one of 6 common mistakes. That means that if you have minor children at home (or children who have special needs), it's time to review your plan for their care, if and when something happens to you.
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Special Needs Planning
Special Needs Planning
Estate planning for a family with special needs children comes with a complex set of financial, social, and medical issues that some lawyers are ill-equipped to handle. But the experienced special needs planning attorneys with Roots and Wings Legal are dedicated to ensuring your child with special needs will be well taken care of when you're no longer able to serve as the primary caregiver.
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Asset Protection Planning
Nobody expects to be sued. Just ask the 20 million people involved in lawsuits last year. Divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners are just a few issues that can result in devastating lawsuits for unprepared business owners.
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Trust & Estate Administration
Trust & Estate Administration
When a loved one dies it can be a confusing time in which you are in immense grief while also needing to make sure you handle all the technical details of locating assets, paying bills and making sure your loved one's assets get to the right people, without conflict. We are here to help. Whether your loved one created a trust to hold their assets, or did not, he or she did have assets (called the estate of the deceased) that must be handled with careful attention. Read More
Estate Tax Protection & Planning
You work your entire life to save and have enough money to comfortably retire—and ideally leave something for your loved ones when you pass away. During your life, you pay all kinds of taxes: income taxes, property taxes, sales taxes, and so on. And at the end, the government even wants to tax you on the assets you have left at your death. Read More
Contact Us for a Personalized Consultation
Whether planning for the future or seeking advice on estate management, our team is here to help. Contact Roots and Wings Legal for a personalized consultation.
Roots and Wings
Legal
Introducing Legacy Engineering™
An exclusive approach to secure your family’s values and vision.
Why Do You Need Legacy Planning?
Asset Protection
Philanthropy & Charitable Giving
Minimize Taxes and Maximize Inheritance.
Preserve Your Legacy.
Avoid Probate and Legal Hassles
Generational Wealth
Peace of Mind
Family Values and Harmony
Business Succession
Roots and Wings
Legal
Introducing Legacy Engineering™
An exclusive approach to secure your family’s values and vision.
ADDRESS
Roots and Wings Legal,
1990 N. California Blvd., Suite 800
Walnut Creek, CA 94596
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.
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PHONE
(925) 289-8990
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