New Things to Know About Creating Generational Wealth Getting Ahead of The Great Wealth Transfer

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 -

You can listen to New Things to Know About Creating Generational Wealth Getting Ahead of The Great Wealth Transfer online on Radio and Podcast. Open the player on this page to stream the available audio.

New Things to Know About Creating Generational Wealth Getting Ahead of The Great Wealth Transfer is an episode from You & Your Money by Weiss, Hale & Zahansky Strategic Wealth Advisors.

This episode is 18:41 long.

This episode was published on Mar 11, 2026.

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