Legacy Insights
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
A Simple Guide to Health Care Directives
A health care directive ensures your voice is heard in critical medical decisions, even if you’re unable to speak for yourself. It allows you to decide in advance the types of medical treatments and c... ...more
Legacy Insights
November 21, 2024•4 min read
The Power of a Pour-Over Will
You’re probably familiar with wills and trusts as tools for planning your future. But did you know there’s a specific type of will, called a pour-over will, that acts as a safety net for your estate? ...more
Legacy Insights
November 21, 2024•3 min read
Understanding Wills and Trusts: Engineering an Impactful Legacy
Have you ever wondered what happens to your belongings after you’re gone? While it’s not something most of us like to think about, planning ahead is one of the best ways to protect the people we love ... ...more
Legacy Insights
November 21, 2024•5 min read
Your Guide to Probate: What It Is, How It Works, and Why You Should Care
When you pass away, your belongings, money, and property need to be divided and distributed according to your wishes or, in the absence of a will, state laws. Probate is the legal process that manages... ...more
Legacy Insights
November 21, 2024•4 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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