Imagine this: You’ve worked tirelessly to build wealth and create opportunities for your family. But without proper planning, all that hard work could disappear within three generations. This isn’t just a cautionary tale—it’s the “shirtsleeves to shirtsleeves” phenomenon, a cycle where wealth is built by one generation, preserved by the next, and lost by the third.
At Roots and Wings Legal, we believe that this outcome is not inevitable. With the right tools, strategies, and vision, your legacy can extend far beyond financial wealth—it can become a living testament to your values, fostering harmony and impact across generations.
Why Traditional Estate Planning Falls Short
If you’re thinking, “I just need to update my trust,” this might not be the right place. What we offer is more than a set of documents. It’s a transformational process designed to engineer your legacy, ensuring it evolves with your family over time.
Many families we work with already have estate plans. Yet, as life changes, goals shift, and new challenges arise, they realize that a transactional approach isn’t enough to protect what truly matters: their family’s values, harmony, and future.
The Four Enemies of Legacy
Over the years, we’ve identified four key risks that can jeopardize your family’s legacy. Let’s look at these pitfalls through real-life stories and how our Legacy Engineering™ process provides solutions.
- Probate:
- Theresa’s Story: Outdated documents left her family tangled in a 2-year probate ordeal.
- The Solution: A trust-based plan that bypassed probate entirely, saving time and stress.
- Taxes:
- Christine’s Story: Missed tax strategies led to a $2 million loss.
- The Solution: Gifting and trust strategies saved millions in taxes.
- Vultures:
- Victor and Rosa’s Story: Divorce exposed their daughter’s inheritance to external claims.
- The Solution: Asset protection trusts secured their wealth for future generations.
- Mismanagement/Misalignment:
- Greg and Laura’s Story: Sibling conflict over perceived fairness.
- The Solution: A Family Values Workshop aligned their goals and fostered harmony.
Legacy Engineering™: A Process Built for Generations
Legacy isn’t static—it evolves. That’s why our Legacy Engineering™ process is a dynamic, four-step journey tailored to meet your family’s changing needs:
- Visioning: Define your mission, values, and long-term goals with a personalized Legacy Vision Blueprint™.
- Plan Creation: Develop structures to protect wealth and reflect values.
- Implementation: Execute and fund your plan with precision.
- Upkeep: Revisit and refine your plan through our ongoing Legacy Concierge™ services.
This continuous circle of success ensures that your family’s legacy remains aligned with your evolving values and circumstances.
Preparing Heirs for Stewardship
The greatest threat to your legacy isn’t taxes—it’s misalignment or mismanagement among heirs. That’s why we focus on preparing future generations (G2 and G3) through tailored strategies, including:
- Family Meetings: Align on shared goals.
- Workshops: Equip heirs with financial literacy and stewardship skills.
- Retreats: Deepen bonds and refine your family’s mission.
Our approach fosters multi-generational harmony, empowering your heirs to responsibly manage the wealth you’ve worked so hard to build.
Take the First Step: The Legacy Vision Session™
For families who want more than transactional estate planning, the Legacy Vision Session™ is your next step. This exclusive 60-minute session will:
- Uncover your family’s values.
- Identify potential risks.
- Create a roadmap to build your living legacy.
Limited Availability: We only accept 4 new families per month to ensure personalized attention.
Get started today: www.rootsandwings.legal/contactus/
