Heed the call of a
purpose driven life and
leave a legacy behind.
Heed the call of a
purpose driven life and
leave a legacy behind.
At Roots and Wings, Our Legacy Planning Session 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.
The Legacy Planning Session is a detailed, structured approach to safeguarding your assets, ensuring family continuity, and protecting your loved ones' futures. This includes personalized strategies for estate planning, business succession, guardianship, special needs provisions, and tax protection, ensuring your legacy is secure across all aspects of your life.
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.
Unlike generic estate planning, legacy planning is designed specifically to meet your needs and those of your family. From estate tax protection to creating business succession plans, each element of your legacy is customized to ensure it reflects your values and goals, providing peace of mind that your legacy will live on exactly as intended.
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.
Family-Centered
Planning with Compassionate Guardianship
A key aspect of legacy planning is compassionate guardianship. We help families select trusted individuals to care for children or special needs family members, ensuring their well-being is prioritized and your values are honored, even in unexpected situations. This focus on family and continuity sets legacy planning apart from basic legal services.
Family-Centered
Planning with Compassionate Guardianship
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.
Legacy planning goes beyond just transferring wealth. It includes implementing strategies to protect your assets from unforeseen risks and minimize the burden of estate taxes, ensuring that more of your wealth stays within the family, and your hard work is preserved for future generations.
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.
Legacy planning is a comprehensive approach to securing your family’s future and protecting your assets. It includes estate planning, business succession, guardianship arrangements, estate tax protection, and asset protection strategies. The goal is to ensure that your wealth, values, and wishes are passed on according to your desires, while minimizing legal complications and tax burdens.
Legacy planning is beneficial for individuals and families of all sizes, but it is particularly important for business owners, parents of young children, families with special needs dependents, and those with substantial assets or complex estates. If you want to ensure that your loved ones are cared for, your assets are protected, and your wishes are honored, legacy planning is essential.
While estate planning focuses primarily on the transfer of assets and minimizing taxes, legacy planning goes a step further by considering your overall family dynamics, business continuity, guardianship, and the long-term impact of your wealth. Legacy planning creates a roadmap not just for your assets, but for your family’s continuity and legacy as a whole.
To start legacy planning, you should meet with a legal expert who specializes in estate planning and wealth management. At Roots and Wings Legal, we offer a structured Legacy Planning Session that includes discussing your family’s goals, assessing your assets, and designing a tailored plan that includes everything from business succession to guardianship arrangements.
Business succession planning ensures that your business can continue smoothly after you step down or pass away. It involves determining who will take over your business, whether through sale, inheritance, or succession. This planning helps preserve the value of the business, avoid disruptions, and minimize taxes. It is crucial for business owners who want to protect their legacy and ensure the longevity of their companies.
Guardianship planning involves selecting trusted individuals to care for your children or dependents if something happens to you. It’s about ensuring that your children’s well-being is safeguarded in accordance with your values and preferences. This process is done by designating legal guardians and making arrangements for their care, both emotionally and financially, in the event of your incapacity or death.
Legacy planning offers numerous benefits, including peace of mind knowing that your family and assets are protected. It ensures a smooth transition of wealth, minimizes taxes, secures guardianship for children, and protects your business. By creating a clear, customized plan, legacy planning allows you to leave a meaningful and lasting impact for future generations, whether through financial support, family traditions, or charitable endeavors.
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.
Walnut Creek, CA 94596
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