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
The Gifting Gap
The Gifting Gap: Why Most Families Wait Too Long to Give ...more
Estate Planning ,Asset Protection Succession Strategies Philanthropy Solutions &Estate Administration
December 15, 2024•2 min read
The Power of Giving While Living: Creating Impact Today
What’s the point of building wealth if it only benefits others after you’re gone? True legacy isn’t just about what you leave behind—it’s about how you use wealth to create impact and connection while... ...more
Estate Planning ,Estate Administration
December 10, 2024•1 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
What’s Your Family Story? Why It’s the Key to Multi-Generational Success
What’s Your Family Story? Why It’s the Key to Multi-Generational Success ...more
Estate Planning
November 26, 2024•1 min read
What Happens to the Inheritance? Why Unprepared Heirs Lose More Than Wealth” 💸💔
Why Unprepared Heirs Lose More Than Wealth ...more
Estate Planning
November 25, 2024•1 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
The Gifting Gap
The Gifting Gap: Why Most Families Wait Too Long to Give ...more
Estate Planning ,Asset Protection Succession Strategies Philanthropy Solutions &Estate Administration
December 15, 2024•2 min read
The Power of Giving While Living: Creating Impact Today
What’s the point of building wealth if it only benefits others after you’re gone? True legacy isn’t just about what you leave behind—it’s about how you use wealth to create impact and connection while... ...more
Estate Planning ,Estate Administration
December 10, 2024•1 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
What’s Your Family Story? Why It’s the Key to Multi-Generational Success
What’s Your Family Story? Why It’s the Key to Multi-Generational Success ...more
Estate Planning
November 26, 2024•1 min read
What Happens to the Inheritance? Why Unprepared Heirs Lose More Than Wealth” 💸💔
Why Unprepared Heirs Lose More Than Wealth ...more
Estate Planning
November 25, 2024•1 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.
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Introducing Legacy Engineering™
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Walnut Creek, CA 94596
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