265: How Wealth Gets Lost without Estate Planning with Portia Wood

<p>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.&nbsp;</p> <p><br></p> <p>They are passionately focused on helping all families grow and protect wealth by being a trusted resource for accurate information and comprehensive, culturally competent estate planning. Learn more at woodlegalgroup.com.</p> <p><br></p> <p>*DISCLAIMER - We are not giving any financial advice. Please DYOR*</p> <p><br></p> <p><strong>(00:00 - 02:42) Opening Segment</strong></p> <p>-Portia is being introduced as the guest Host</p> <p>-Portia shares something interesting about herself</p> <p><br></p> <p><strong>(02:42 - 25:58) How Wealth Gets Lost without Estate Planning</strong></p> <p>-Portia talks about Estate Planning</p> <p>-Portia shares why we need a legal system</p> <p>-She shares the essential items that people needed in an estate plan</p> <p>-Portia also talks about what is pro-bait&nbsp;</p> <p>-She shares about the changes that the pandemic about the estate planning</p> <p>-She also shares how can historically marginalize families close the gap with generational wealth planning</p> <p><br></p> <p><strong>(26:14 - 32:08) Fire round</strong></p> <p>-Portia shares his investment strategy</p> <p>-She also shares his favorite Finance, real estate book, or any related book</p> <p>-She shares about the website and tools that he can recommend</p> <p>-Portia's advice to beginner investors</p> <p>-Also she shares how he gives back</p> <p><br></p> <p><strong>(32:08 - 32:55) Closing Segment</strong></p> <p>-If you want to learn more about the discussion, you can watch the podcast on<a href="https://youtu.be/YBBqw8KgQYk"> Wealth Matter’s YouTube channel </a>and you can reach out to Alpesh using this <a href="https://wealthmatrs.com/contact/">link</a>.</p> <p><br></p> <p><br></p> <p>Check us out at:</p> <p