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Generational Wealth is Key to Leveling the Playing Field
by Steve Hartnett Even a little bit of a headstart can be extremely helpful in life. Those who start with little economic wealth,...
Portia M. Wood, Esq.
Oct 13, 20213 min read
Trusts: Not Just for the Wealthy
Compliments of Wood Legal Group, LLP Trusts aren't reserved just for the wealthy — they're for a variety of people and can solve many...
Portia M. Wood, Esq.
Jun 6, 20213 min read
How to Be Prepared for the Unexpected… and the Eventual at the Same Time
November 11, 2020 by Robin Wood Each of us will face a challenge or tragedy at some point in our lives. Sometimes we see them coming,...
Portia M. Wood, Esq.
Nov 8, 20202 min read
The Basics: “HIPAA” Powers
This is the third in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney....
Portia M. Wood, Esq.
Jul 17, 20203 min read
The Basics: Powers of Attorney for Healthcare
By: Steve Hartnett This is the second in a three-part series of articles on Powers of Attorney. The first article examined the Financial...
Portia M. Wood, Esq.
Jun 30, 20203 min read
The Basics: Financial Power of Attorney
By: Steve Hartnett This is the first in a three-part series on Powers of Attorney. This first article examines the Financial Power of...
Portia M. Wood, Esq.
Jun 17, 20203 min read
Estate Planning Questions Part 5: How?
by Steve Hartnett Estate Planning is often misunderstood. People tend to think it’s only for the very rich, the really old, or both. But...
Portia M. Wood, Esq.
Apr 28, 20202 min read
Shrunken Asset Values Open Estate Planning Opportunities
Steve Hartnett The novel “coronavirus” (also called “SARS-CoV-2”) causes the disease “COVID-19.” It first appeared in late 2019 and was...
Portia M. Wood, Esq.
Apr 23, 20203 min read
The Economic Fallout from Coronavirus May Provide Estate Planning Opportunities
Steve Hartnett The novel “coronavirus” (also called “SARS-CoV-2”) causes the disease “COVID-19.” It first appeared in late 2019 and was...
Portia M. Wood, Esq.
Apr 13, 20203 min read
Office Update in Light of Covid-19
Plus two new crisis specific webinars available this month. During this time of uncertainty, it is imperative that we take proactive...
Portia M. Wood, Esq.
Mar 16, 20202 min read
The Secure Act and What It Means for You
The “Secure Act” was part of a larger law that passed with (rare) bipartisan support in late-December 2019. It is effective January 1,...
Portia M. Wood, Esq.
Feb 10, 20203 min read
One Big Happy Family: How to Avoid an Estate Dispute
Picture this: Your long, rich life is coming to an end. Surrounded by loving family you hold hands, lock eyes, say your goodbyes, and...
Portia M. Wood, Esq.
Feb 4, 20203 min read
Estate Planning Questions Part 4: Where?
Estate Planning is too often misunderstood. “Where” is a big question for families wanting to get started. First, where should you go to...
Portia M. Wood, Esq.
Jan 30, 20203 min read
Estate Planning Questions Part 3: When?
Estate Planning is terribly misunderstood. People tend to think it’s only for the really wealthy, the really old, or both. The truth is,...
Portia M. Wood, Esq.
Jan 16, 20203 min read
Estate Planning Questions Part 2: What?
Estate Planning is often misunderstood. What is it? Some people think it's primarily about making a Will. Others know that trusts are...
Portia M. Wood, Esq.
Jan 15, 20203 min read
Taking Over the Finances of an Elderly Person
Have you witnessed your mom, dad or grandparents having trouble managing money on a day-to-day basis? Are you worried that they may...
Portia M. Wood, Esq.
Dec 27, 20192 min read
The Questions of Estate Planning, Part I: Who
Estate Planning considers many factors. But when most people think of Estate Planning, they just think it answers the question of who...
Portia M. Wood, Esq.
Dec 17, 20192 min read
Wealth Transfer: A Bird's-Eye View
As each generation gathers wealth, it faces its own particular questions about how to conserve it for old age and for the generations to...
Portia M. Wood, Esq.
Dec 11, 20192 min read
What's at Stake: Estate Planning and Black Wealth
The Wood Legal Group family is sharing the sage ruminations of Earl Graves, Sr., founder and former publisher, Black Enterprise Magazine....
Portia M. Wood, Esq.
Sep 9, 20193 min read
Back To School
The joys of summer are winding down, and school days are right around the corner. Just as you plan to check new lunch boxes, backpacks...
Portia M. Wood, Esq.
Aug 13, 20191 min read
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