Roots and
Wings Legal
Heed the call of a
purpose driven life and
leave a legacy behind.
Roots and Wings Legal
Heed the call of a
purpose driven life and
leave a legacy behind.
Leave it to us!
At Roots and Wings Legal, Legacy Engineering™ is more than just planning for the future—it’s about making a lasting difference that reflects deeply held values. Many families and business owners come to us with a vision to not only secure their business or estate but to make a meaningful impact on the world through charitable giving. Legacy Engineering™ brings together a family’s personal, financial, and philanthropic goals, ensuring that their legacy lives on with purpose.
Here's Why You Need Our Legacy Engineering™
Values-Based Planning
Every legacy we help design begins with a question: What values do you want your legacy to uphold? This goes beyond financial wealth, it captures the principles and causes most meaningful to you. Many of our clients find that charitable giving is an essential way to reflect their values. By identifying their core beliefs—such as supporting education, environmental conservation, or community development—we help them create a legacy that aligns with the ideals they hold dear.
Values-Based Planning
Every legacy we help design begins with a question: What values do you want your legacy to uphold? This goes beyond financial wealth, it captures the principles and causes most meaningful to you. Many of our clients find that charitable giving is an essential way to reflect their values. By identifying their core beliefs—such as supporting education, environmental conservation, or community development—we help them create a legacy that aligns with the ideals they hold dear.
Holistic Strategies for Continuity
For many, charitable giving offers a way to reduce tax burdens while enhancing the impact of their wealth. Roots and Wings Legal Legacy Engineering™ incorporates giving strategies that ensure continuity across generations, allowing family members to participate in meaningful philanthropic efforts. Whether it’s through a family foundation, a donor-advised fund, or charitable trusts, our holistic approach allows families to support important causes while optimizing tax benefits and preserving more of their assets for future generations.
Holistic Strategies for Continuity
For many, charitable giving offers a way to reduce tax burdens while enhancing the impact of their wealth. Roots and Wings Legal Legacy Engineering™ incorporates giving strategies that ensure continuity across generations, allowing family members to participate in meaningful philanthropic efforts. Whether it’s through a family foundation, a donor-advised fund, or charitable trusts, our holistic approach allows families to support important causes while optimizing tax benefits and preserving more of their assets for future generations.
Custom-Built Succession Plans
We design succession plans that integrate charitable giving seamlessly into the family’s broader goals. Whether a client wants to establish annual donations, fund specific projects, or set up a foundation, we create customized solutions that are flexible, secure, and impactful. Our succession plans often include structures that empower future generations to continue this tradition of giving, allowing family members to direct funds to causes that matter to them personally. This customized approach supports family harmony while maximizing the legacy’s reach and impact.
Custom-Built
Succession Plans
We design succession plans that integrate charitable giving seamlessly into the family’s broader goals. Whether a client wants to establish annual donations, fund specific projects, or set up a foundation, we create customized solutions that are flexible, secure, and impactful. Our succession plans often include structures that empower future generations to continue this tradition of giving, allowing family members to direct funds to causes that matter to them personally. This customized approach supports family harmony while maximizing the legacy’s reach and impact.
Empowerment for the Next Generation
Passing on a legacy is not just about transferring wealth; it’s about passing on values and the responsibility to make a difference. Through
Legacy Engineering™, we encourage families to empower the next generation with knowledge, giving them the tools to manage both the family business and philanthropic efforts effectively. We facilitate family meetings, ongoing education, and involvement in charitable projects, helping each generation feel confident and prepared to steward their responsibilities.
Empowerment for the
Next Generation
Passing on a legacy is not just about transferring wealth; it’s about passing on values and the responsibility to make a difference. Through
Legacy Engineering™, we encourage families to empower the next generation with knowledge, giving them the tools to manage both the family business and philanthropic efforts effectively. We facilitate family meetings, ongoing education, and involvement in charitable projects, helping each generation feel confident and prepared to steward their responsibilities.
Roots and Wings Legal
Guidance You Need To Protect
Them and Your Assets
Roots and Wings Legal
Guidance You Need To Protect
Them and Your Assets
Why Do You Need
Legacy Engineering™ ?
Asset Protection
Philanthropy & Charitable Giving
Minimize Taxes and Maximize Inheritance.
Preserve Your Legacy.
Avoid Probate and Legal Hassles
Generational Wealth
Peace of Mind
Business Succession
Hi. I Am Yuki Ku
I Help You Protect Your Loved Ones and Your Assets!
Start Your Journey To A Purpose Driven Legacy Today!
STILL NOT SURE?
Frequently Asked Questions
What is Legacy Engineering™?
Legacy Engineering™ is our unique approach to estate planning that goes beyond simply protecting wealth. Through Legacy Engineering™, we guide families in creating a legacy that aligns with their values, fosters family unity, and supports their charitable goals. It’s a comprehensive, purpose-driven framework that helps our clients engineer a lasting impact for future generations.
How is Legacy Engineering™ different from traditional estate planning?
Unlike traditional estate planning, which typically focuses on asset protection and tax efficiency, Legacy Engineering takes a holistic approach. We integrate wealth protection with family governance, philanthropic planning, and alignment with personal values. Our goal is to help clients create a legacy that reflects who they are and the impact they want to make.
Who is Roots and Wings Legal’s ideal client?
We primarily work with high-net-worth families who are looking for a more meaningful approach to estate planning. Our clients usually have estates valued at $10 million or more and are interested in preserving family harmony, supporting charitable causes, and ensuring their legacy endures beyond financial wealth.
What services are included in your Legacy Engineering™ process?
Our Legacy Engineering process includes Vision Mapping, Charitable Design Strategy, Multi-Generational Giving, and Legacy in Action. These services help clients define their legacy vision, craft philanthropic strategies, engage future generations in legacy planning, and implement their impact goals during their lifetime.
How can I learn more about upcoming events and workshops?
The best way to stay informed about our events is by subscribing to our newsletter. We frequently host exclusive workshops and webinars to help clients understand legacy planning, estate tax changes, and philanthropic opportunities.
Why should I be concerned about the 2026 tax law changes?
In 2026, the Tax Cuts and Jobs Act (TCJA) is set to expire, which could significantly impact estate taxes. For high-net-worth families, this may mean higher tax liabilities. Our Legacy Engineering approach includes tax-efficient planning to help clients navigate these changes and protect their wealth.
Do you offer consultations?
Yes, we offer initial consultations to discuss your unique goals and see how we can support your legacy planning journey. During this meeting, we’ll explore your priorities and discuss how Legacy Engineering can help you create a purpose-driven legacy.
Contact Roots and Wings Legal
Protect Your Loved Ones and Your Assets Today!
Roots and Wings Legal, P.C. is committed to answering your questions about Legacy Engineering™ and 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.
Roots and Wings Legal, P.C. is committed to answering your questions about legacy and 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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CA 94596 925.289.8990
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