EP 119 - Do you think trust funds are just for the ultra-rich? Think again!
This episode reveals how YOU can use estate planning to protect your family’s financial future.✨
💡 What you’ll learn in this episode:
🔹 The first steps to building generational wealth with trust.
🔹 How estate planning can shield future generations from financial hardships and systemic barriers.
🔹 The costly consequences of not having an estate plan in place.
🔹 Standard trusts vs. dynasty trusts—which is right for you?
🔹 The mindset shifts needed to break the cycle and create lasting wealth.
If you’ve been wondering how to start, what’s stopping most people, and how to overcome common barriers—this episode has the answers. 🚀
Don’t wait until it’s too late. Tune in now and take control of your financial legacy! 🔥
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Here are some of the key questions answered in this episode:
Portia Wood
Ep 13 & 14
(00:37 - 10:00:) Q1 What are the biggest myths about trust funds that hold Black and Brown families back?
(11:42 - 16:45) Q2 How can we use estate planning to protect future generations from financial hardships and systemic barriers?
(16:46 - 19:30) Q3 What are the financial consequences of not having an estate plan in place?
(19:32 - 20:45) Q4 What’s the first step to building generational wealth with a trust?
Travis Gibson
Ep 30 & 31
(21:20 - 22:34) Q1 What are some of the biggest mindset shifts people need to make when starting their wealth-building journey?
(22:35 - 26:08) Q2 If someone is new to estate planning, what key steps would you recommend they take first?
(26:09 - 29:00) Q3 What are some key differences between a standard trust and a dynasty trust?
(29:01 - 33:05) Q4 What do you think stops most people from setting up a trust, and how can they overcome those barriers?
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Connect with Portia!
Visit the Wood Legal Group website https://www.woodlegalgroup.com/
Follow them on Instagram / woodlegalgroup
Facebook / woodlegalgroup
Twitter / woodlegalgroup
LinkedIn / wood-legal-group-ll-
Connect with Travis!
LinkedIn / travis-gibson-63a949192
Check out Freeman Equity Group on Instagram / freemanequity
Facebook / freemanequity
Twitter / freemanequity
and their website https://freemanequity.com/
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Let’s get connected!
You can find Nicole on
LinkedIn / nicole-pendergrass
Instagram https://www.instagram.com/nvestornikk...
Facebook / nvestornikki
or Visit her website https://noirvestholdings.com
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