Our Legal Services: Tailored Solutions for Your Family's Future
At Roots and Wings Legal, we offer a range of specialized legal services designed to provide peace of mind and secure the future of your family.
Our expertise in legacy planning law allows us to cater to the unique needs of Bay Area families, ensuring that every aspect of your legal requirements is handled with care and precision.
Kids Protection Plan
Our proprietary Kids Protection Plan is specifically designed to safeguard the well-being of your children. From nominating guardians to ensuring their financial needs are met, we provide comprehensive solutions for your peace of mind. Learn More.
Guardianship
We offer compassionate legal guidance on guardianship matters, ensuring that your children will always be cared for by trusted individuals who align with your values and parenting goals. Learn More.
Special Needs Planning
Asset Protection Planning
Our asset protection planning services are designed to protect your hard-earned assets from unforeseen liabilities and claims. We understand the importance of securing your wealth not just for your immediate family but for future generations as well. Our strategies involve careful structuring of your assets to provide the best possible defense against creditors, lawsuits, and other financial risks. Learn More.
Estate Tax Protection
Minimize the impact of estate taxes with our strategic planning. We help you navigate tax implications, preserving the value of your estate for future generations. Learn More.
Trust and Estate Administration
Our services extend to the administration of trusts and estates, ensuring that your estate is managed efficiently, responsibly, and in accordance with your wishes. Learn More.
Business Succession and Exit Planning
Our Business Succession and Exit Planning services ensure a smooth transition for your business, whether you're passing it on to the next generation or preparing for sale. We develop strategies that address valuation, tax implications, and leadership transition to maximize the value of your business and secure its future. Our personalized approach helps you achieve your goals while preserving your legacy and protecting the interests of all stakeholders.
Contact Us for a Personalized Consultation
Whether you are planning for the future, navigating a current legal issue, or seeking advice on estate management, our team is here to help. Contact Roots and Wings Legal today for a personalized consultation, and take the first step towards securing your family's legal well-being.
Who We Are
Estate Planning
Succession and Exit Planning
Kids Protection Plan
Guardianship
Special Needs Planning
Asset Protection Planning
Estate Tax Protection
Trust & Estate Administration
Contact Our Firm
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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.
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
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