Our Blog
A Holiday Message – Gratitude and Legacy Reflections
As we celebrate the holidays, we’re reflecting on the values that unite us: gratitude, connection, and purpose. These are the true foundations of a lasting legacy ...more
Estate Planning ,Succession planning Succession Strategies Philanthropy Solutions &Estate Administration
December 24, 2024•2 min read
Stewardship vs. Ownership: Why Purposeful Wealth Builds Lasting Legacies
Wealth is often seen as something to own: assets to accumulate, protect, and eventually pass down. But families who sustain their legacy over generations embrace a different mindset. ...more
Succession planning ,Legacy Insights
December 03, 2024•1 min read
Deli Drama: Boar's Head Family Dispute
What happened with the Boar's Head dispute? How does it show the importance of succession planning and having an exit plan? ...more
Estate Planning ,asset protection &Succession planning
October 15, 2024•2 min read
A Holiday Message – Gratitude and Legacy Reflections
As we celebrate the holidays, we’re reflecting on the values that unite us: gratitude, connection, and purpose. These are the true foundations of a lasting legacy ...more
Estate Planning ,Succession planning Succession Strategies Philanthropy Solutions &Estate Administration
December 24, 2024•2 min read
Stewardship vs. Ownership: Why Purposeful Wealth Builds Lasting Legacies
Wealth is often seen as something to own: assets to accumulate, protect, and eventually pass down. But families who sustain their legacy over generations embrace a different mindset. ...more
Succession planning ,Legacy Insights
December 03, 2024•1 min read
Deli Drama: Boar's Head Family Dispute
What happened with the Boar's Head dispute? How does it show the importance of succession planning and having an exit plan? ...more
Estate Planning ,asset protection &Succession planning
October 15, 2024•2 min read
Welcome to Roots and Wings 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.
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.
Connect
PHONE
(925) 289-8990
Copyright © 2024 Roots and Wings Legal, P.C.