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 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.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 02:42) Opening Segment

-Portia is being introduced as the guest Host

-Portia shares something interesting about herself

(02:42 - 25:58) How Wealth Gets Lost without Estate Planning

-Portia talks about Estate Planning

-Portia shares why we need a legal system

-She shares the essential items that people needed in an estate plan

-Portia also talks about what is pro-bait 

-She shares about the changes that the pandemic about the estate planning

-She also shares how can historically marginalize families close the gap with generational wealth planning

(26:14 - 32:08) Fire round

-Portia shares his investment strategy

-She also shares his favorite Finance, real estate book, or any related book

-She shares about the website and tools that he can recommend

-Portia's advice to beginner investors

-Also she shares how he gives back

(32:08 - 32:55) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.

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