Legacy Engineering™
What is Legacy Engineering™
Our Legacy Engineering™ is a holistic approach to planning that goes beyond asset protection. It’s about intentionally shaping a legacy that reflects your values, preserves your family’s harmony, and supports causes close to your heart. Through Legacy Engineering, we integrate estate planning, business succession, and asset protection strategies to ensure your life’s work endures, providing security, purpose, and unity for generations to come. Learn More.
What to Expect From Our Legacy Engineering™
Our Qualifications
Meet our founder, attorney Yuki Ku, Esq., a Bay Area transplant who created Roots and Wings Legal out of a genuine passion for Legacy Engineering and protecting family businesses. Before establishing the firm, Ms. Ku led the legal department of one of Time100’s Most Influential Companies. Prior to that, she guided strategic transactions for multinational corporations at prestigious law firms like K&L Gates LLP and Covington & Burling LLP. Her personal experiences and dedication to family legacy are woven into the heart of our firm’s philosophy. Learn More.
Our Legacy Engineering™ process is thorough, personalized, and designed to fit your life's unique journey. From the Legacy Engineering™ Session to ongoing updates, we ensure your plan remains effective. Learn More.
Roots and Wings Legal
Guidance You Need To Protect
Them and Your Assets
Our Legacy Engineering™ Approach
Our Legacy Engineering™ approach is thorough, personalized, and designed to fit your life's unique journey. From the Legacy Engineering™ Session to ongoing updates, we ensure your plan remains effective.
Our Legacy Engineering™ is more than just about securing your family's future—it's about securing peace of mind and creating a lasting impact that truly reflects your personal mission and values. By aligning your goals with thoughtful legal and financial strategies, we ensure that the legacy you envision becomes a reality, providing clarity and confidence for both you and your loved ones. Here, we’ll walk you through what to expect during your legacy planning session. Having a clear understanding of what the session entails ensures you’ll feel prepared to engage deeply, make informed decisions, and ask the questions that matter most to you.
Estate Planning
Plan for your future with customized solutions that protect your assets and legacy.
Business Succession and Exit Planning
Ensure a smooth transition or sale of your business with strategic planning.
Guardianship+
Receive compassionate guidance on guardianship matters to ensure your children are cared for by trusted individuals.
Estate Tax Protection
Minimize estate tax impacts and preserve your wealth for future generations.
Special Needs Planning
Tailor your plan to support loved ones with special needs without compromising vital benefits.
Asset Protection Planning
Shield your assets from unforeseen liabilities with careful structuring.
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.
Follow Roots and Wings Legal
Follow Roots and Wings Legal
At Roots and Wings Legal, we’re redefining estate planning through content that empowers families to go beyond wealth preservation. Join us on our social channels for insights, expert tips, and inspiring stories focused on building legacies that align wealth with purpose.
At Roots and Wings Legal, we’re redefining estate planning through content that empowers families to go beyond wealth preservation. Join us on our social channels for insights, expert tips, and inspiring stories focused on building legacies that align wealth with purpose.
Why Estate Planning Is the Best Use of Your Tax Refund
Why Estate Planning Is the Best Use of Your Tax Refund
Yuki Ku
14 Ways to Show Your Finances Some Love This Year - Part 2
Yuki Ku
14 Ways to Show Your Finances Some Love This Year - Part 2
3 Essential Estate Planning Documents Your Parents Need Right Now
3 Essential Estate Planning Documents Your Parents Need Right Now
Yuki Ku
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.
Roots and Wings Legal, P.C. 1990 N California Blvd, Suite 800Walnut Creek, CA 94596 925.289.8990
Connect
Copyright © 2024 Roots and Wings Legal, P.C.