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Generational Wealth Planning (AUDIO)

By Charlotte Robinson, January 26, 2022

This week I talked with Portia Wood a generational wealth-planning attorney based in Los Angeles, California. Portia leads the Wood Legal Group a woman-owned & operated law firm specializing in estate planning, probate & elder law that she runs with her mother & law partner Robin Wood. They’re on a quest to normalize the idea of Black, Latinx & LGBTQ families using trusts to build generational wealth. They serve all communities with special attention to the unique needs of our Black, Brown & LGBTQ families. Of course people of color who are also LGBTQ face a unique set of challenges & the Wood Legal Group is passionately focused on helping marginalized communities grow & protect wealth by being a trusted resource for accurate information & comprehensive, culturally competent estate planning. No one likes to address our mortality but with COVID taking its toll these last few years it is crucial to get proper estate planning that will ensure we all get the state & federal benefits of our marriages while avoiding probate, maintaining our privacy & protecting our assets. An LGBTQ couple can avoid numerous problems through proper estate planning & Portia explains that trusts aren't reserved just for the wealthy. They're for a variety of people & can solve many estate-planning problems. So if you’ve been avoiding getting your life in order during these challenging pandemic times perhaps this may help you become more proactive for yourself & your families. I talked to Portia about her inspiration for creating the Wood Legal Group & as a fierce ally her spin on our LGBTQ issues. LISTEN

 

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