Getting Ahead of The Great Wealth Transfer: What to Know and Do Now

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 instead SEE THE FULL EPISODE LINEUP & DOWNLOAD THE FREE GUIDE: whzwealth.com/WealthTransfer -

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Getting Ahead of The Great Wealth Transfer: What to Know and Do Now is an episode from You & Your Money by Weiss, Hale & Zahansky Strategic Wealth Advisors.

This episode is 19:44 long.

This episode was published on Feb 25, 2026.

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