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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Interested in investing in small multifamily? 

Learn more about The Microfamily Mavericks mentorship program here:

⁠https://www.microfamilymavericks.com/...⁠

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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

LEAVE A REVIEW & SHARE THE WEALTH by SHARING this EPISODE with someone who wants to learn the secret strategies of the wealthy and build an abundant life. You can listen to previous episodes of Share the Wealth Show here.

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