EPISODE · Feb 25, 2026 · 19 MIN
Getting Ahead of The Great Wealth Transfer: What to Know and Do Now
from You & Your Money · host WHZ Strategic Wealth Advisors
Learn how to create and preserve generational wealth!in this first episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl Langevin, along with KKC Law partner Allison Poirier share:💥 Why what you do NOW could make or break your ability to protect and grow wealth from one generation to the next💥 Exactly what's at stake in the coming "Great Wealth Transfer💥 Common mistakes that could cost you your family's wealth💥 Immediate steps to take right now to get set up for success insteadSEE THE FULL EPISODE LINEUP & DOWNLOAD THE FREE GUIDE: whzwealth.com/WealthTransfer - Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
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Learn how to create and preserve generational wealth! in this first episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl Langevin, along with KKC Law partner Allison Poirier share: 💥 Why what you do NOW could make or break your ability to protect and grow wealth from one generation to the next 💥 Exactly what's at stake in the coming "Great Wealth Transfer 💥 Common mistakes that could cost you your family's wealth 💥 Im...
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Getting Ahead of The Great Wealth Transfer: What to Know and Do Now
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