top of page
Group 1.webp
top40-badge.png
Kids _ Bubbles

Wills, Trusts & Generational Wealth

Discover Proven Estate Planning Strategies for Protecting Your Family's Future.

Upcoming Events

  • Webinar: 5 Costly Mistakes Parents Make... Leaving Their Children at Risk!
    Webinar: 5 Costly Mistakes Parents Make... Leaving Their Children at Risk!
    Multiple Dates
    Wed, Dec 13
    Webinar
    Dec 13, 2023, 12:30 PM – 2:00 PM PST
    Webinar
    Dec 13, 2023, 12:30 PM – 2:00 PM PST
    Webinar
  • Webinar: Wills, Trusts and Generational Wealth Planning
    Webinar: Wills, Trusts and Generational Wealth Planning
    Multiple Dates
    Tue, Dec 19
    Webinar
    Dec 19, 2023, 12:30 PM PST – Dec 20, 2023, 2:00 PM PST
    Webinar
    Dec 19, 2023, 12:30 PM PST – Dec 20, 2023, 2:00 PM PST
    Webinar
    A myth of estate planning is that it’s only for the very old or the extremely wealthy. The truth is that an estate plan is something that every adult over 18 should have in place to protect themselves in the event of death or disability.

Hi,

I'm Portia 

Pioneering Attorney & Advocate for Generational Wealth Building

Portia Wood stands at the forefront of estate planning, known for her unwavering commitment to bridging wealth gaps in historically marginalized communities. As a founding partner of Wood Legal Group, LLP, and the visionary behind the Black Trust Fund Kids educational platform, Portia has dedicated over a decade to empowering families through informed estate planning.

Her expertise is rooted in a deep understanding of the unique challenges faced by black and brown families in estate planning. This expertise, combined with her innovative approach to inter-generational wealth planning, has made her a sought-after authority in the field. Recognized as a Top 40 Under 40 attorney eight times by the National Black Lawyers Association for eight consecutive years, Portia's accolades are a testament to her impact and dedication.

By leveraging her cultural competence and legal acumen, Portia doesn't just plan estates; she crafts legacies, thwarting the daunting predictions of declining wealth in communities of color.

Join Portia in this webinar to transform your understanding of estate planning and embark on a journey to secure your family's future.

 

You Will Learn How To

01

Legally name guardians to care for your minor children temporarily or permanently. 

NOTE: a conversation with family or friends is NOT enough and will require court interference. 

02

Protect your hard earned money and property from court interference if you become incapacitated or die. 

NOTE: having the right plan for your family can mean the difference between keeping the family home and debt. 

03

Build generational wealth through personalized estate planning tools. 

NOTE: there are protections on assets that can only come from the previous generations. If you have $10k or more to leave behind you can begin to build generational wealth in your family. 

What People Say

Portia- you were absolutely FANTASTIC. Thank you for all that information. What really stuck with me was the legacy protection piece and planning for "values, wisdom, etc." That was powerful.

Michael, CA

For the past eight years, Portia has been recognized as a Top 40 under 40 Lawyer 
by the National Black Lawyers Association.

NBL-Seal-cropped-1.png

Upcoming Events

  • Webinar: 5 Costly Mistakes Parents Make... Leaving Their Children at Risk!
    Webinar: 5 Costly Mistakes Parents Make... Leaving Their Children at Risk!
    Wed, Dec 13
    Webinar
    Dec 13, 2023, 12:30 PM – 2:00 PM PST
    Webinar
    Dec 13, 2023, 12:30 PM – 2:00 PM PST
    Webinar
  • Webinar: Wills, Trusts and Generational Wealth Planning
    Webinar: Wills, Trusts and Generational Wealth Planning
    Tue, Dec 19
    Webinar
    Dec 19, 2023, 12:30 PM PST – Dec 20, 2023, 2:00 PM PST
    Webinar
    Dec 19, 2023, 12:30 PM PST – Dec 20, 2023, 2:00 PM PST
    Webinar
    A myth of estate planning is that it’s only for the very old or the extremely wealthy. The truth is that an estate plan is something that every adult over 18 should have in place to protect themselves in the event of death or disability.
Group 5.png
NBL-Seal-cropped-1.png
unnamed-4-removebg-preview.png
top40-badge.png

©2023 Wood Legal Group, LLP. 

PRIVACY POLICY & DISCLAIMER

Tel: 626 898 9195  |     info@woodlegalgroup.com

bottom of page