At Roots and Wings Legal, we help families and business owners align their wealth with their values, minimize taxes, and create meaningful impact for future generations.
Navigating
Estate Planning with purpose
Navigating
At Roots and Wings Legal, we help families and business owners align their wealth with their values, minimize taxes, and create meaningful impact for future generations.
Estate Planning with purpose
Prepare heirs to steward wealth responsibly and
embrace shared family goals
Prepare heirs to steward wealth responsibly and embrace shared family goals
Explore Our Legacy Engineering Services
Protect your wealth and create a lasting legacy through our tailored strategies in estate planning and tax planning
Ensure smooth transitions and protect your business’s future through our business succession planning service
Safeguard your assets and shield your wealth from risks through our Asset Protection service
Align your wealth with your values for maximum impact with our Philanthropy Planning.
13 years of experience in serving families and businesses
Protect 
Your Loved Ones and Your LegacyToday!
Through Legacy Engineering™, we ensure that your estate is structured to reflect your vision, empowering you to protect your wealth, align it with your values, and create a lasting impact for future generations
Meet The Legacy Engineering Team
Our clients' values inspire impact
Their giving strengthens communities and changes lives.
The organizations displayed have been supported by our clients and do not represent endorsements of our firm.