Episode 170 - Using Estate Plans to Build Generational Wealth with Portia Wood, Esq.

New episode is live!

In this episode, Boonie is joined by Portia Wood, Esq. -- generational wealth planning attorney. Portia explains how to use estate plans to pass wealth to future generations. Trusts, wills, minor child planning, and beneficiaries -- Portia breaks it all down!

Follow Portia Wood, Esq. here:

Twitter: @woodlegalgroup. Instagram: @woodlegalgroup. Website: https://www.woodlegalgroup.com/

The transmission of information on this podcast is not intended to establish, and receipt of such information does not establish or constitute, an attorney-client relationship. The listener should not act on the information contained in any of the materials on this podcast without first consulting legal counsel. 

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XOXO,

Boonie