EPISODE · Mar 11, 2026 · 18 MIN
New Things to Know About Creating Generational Wealth | Getting Ahead of The Great Wealth Transfer
from You & Your Money · host WHZ Strategic Wealth Advisors
in this second 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 how tax law and financial policy is changing all the time and that is certainly true now, as the Great Wealth Transfer gets underway. Find out how the latest changes could affect your and your family's wealth so you can put the right measures in place to not just keep your generational wealth, but grow it.SEE MORE & 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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in this second 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 how tax law and financial policy is changing all the time and that is certainly true now, as the Great Wealth Transfer gets underway. Find out how the latest changes could affect your and your family's wealth so you can put the right measures in place to not just keep your generational wealt...
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New Things to Know About Creating Generational Wealth | Getting Ahead of The Great Wealth Transfer
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