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EP 095 Portia Wood, generational wealth planning attorney – Wood Legal Group, LLP
Grow Your Business and Grow Your Wealth
English - May 11, 2022 04:00 - 40 minutesInvesting Business Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Portia M. Wood, Esq., is a generational wealth planning attorney. Based in Los Angeles, she leads Wood Legal Group, LLP, an African American woman-owned and operated law firm specializing in estate planning, probate, and elder law that she runs with her mother and law partner, Robin Wood. They are passionately focused on helping marginalized communities grow and protect wealth by being a trusted resource for accurate information and comprehensive, culturally competent estate planning. Learn more at woodlegalgroup.com.
Portia’s insights include:
What led Portia to becoming an attorney
Why everyone over the age of 18 needs some form of an estate plan
The importance of creating an estate plan while you are capable
Why you should review your estate plan every year
Why you need to find people you can trust in your wealth building team
Enjoy the show!
Connect with Portia:
Website: https://www.woodlegalgroup.com/
Instagram: https://www.instagram.com/woodlegalgroup/
Facebook: https://www.facebook.com/WoodLegalGroup/
Twitter: https://twitter.com/woodlegalgroup
LinkedIn: https://www.linkedin.com/company/wood-legal-group-llp/
Connect with Gary:
Website: https://sbadvisors.cc/
Facebook: https://www.facebook.com/SmallBusinessAdvisors
LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices
Portia M. Wood, Esq., is a generational wealth planning attorney. Based in Los Angeles, she leads Wood Legal Group, LLP, an African American woman-owned and operated law firm specializing in estate planning, probate, and elder law that she runs with her mother and law partner, Robin Wood. They are passionately focused on helping marginalized communities grow and protect wealth by being a trusted resource for accurate information and comprehensive, culturally competent estate planning. Learn more at woodlegalgroup.com.
Portia’s insights include:
What led Portia to becoming an attorney
Why everyone over the age of 18 needs some form of an estate plan
The importance of creating an estate plan while you are capable
Why you should review your estate plan every year
Why you need to find people you can trust in your wealth building team
Enjoy the show!
Connect with Portia:
Website: https://www.woodlegalgroup.com/
Instagram: https://www.instagram.com/woodlegalgroup/
Facebook: https://www.facebook.com/WoodLegalGroup/
Twitter: https://twitter.com/woodlegalgroup
LinkedIn: https://www.linkedin.com/company/wood-legal-group-llp/
Connect with Gary:
Website: https://sbadvisors.cc/
Facebook: https://www.facebook.com/SmallBusinessAdvisors
LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/
Learn more about your ad choices. Visit megaphone.fm/adchoices