Getting Ahead of the Great Wealth Transfer
A Podcast Series with KKC Law & WHZ Strategic Wealth Advisors
What Is the Great Wealth Transfer — and What Does It Mean for You?
KKC is thrilled to partner with WHZ Strategic Wealth Advisors to bring you a podcast series on the Great Wealth Transfer. This is the biggest wealth transfer in history, with baby boomers projected to pass down $84 trillion by 2045. In just the next decade alone, Gen X is expected to inherit $14 trillion, while millennials will inherit $8 trillion.
The reality is that wealth can erode quickly, with an average of 70% of family wealth being lost by the second generation. That’s where intentional planning, communication, and strategy come into play. In this series, we’ll explore strategies families can use to preserve wealth, prepare heirs, minimize tax burdens, and create a lasting legacy for generations to come.
Download The Free Guide
Click the button to download your copy and learn:
- How to prepare now to maximize the wealth you leave or inherit
- What to do along the way to avoid letting it all slip through
- Exactly what the Great Wealth Transfer will entail
About the Hosts
Meet Attorney Allison Poirer
Attorney and KKC Partner Allison Poirer has been with the firm for over a decade, specializing in Probate, Estate Planning, and Elder Law. Inspired by her father, who was also an attorney, Allison has dedicated her career to supporting families through complex, often emotionally charged legal situations. As someone who is passionate about protecting families and preserving wealth, she brings her expertise to this podcast to help listeners understand how the Great Wealth Transfer may affect them and their loved ones.
WHZ Strategic Wealth Advisors
WHZ Strategic Wealth Advisors brings over 65 years of combined experience helping families make thoughtful, long-term financial decisions. Guided by their core values — independent, strategic, principled, academic, and empathetic — they are a trusted community partner of KKC with a local office in Tolland, Connecticut and another in Pomfret, from which they serve clients in 25 states.
Don’t Miss An Episode
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Episode 1 | What to Know & Do Now
What individuals and families do now could make or break their ability to protect and grow wealth from one generation to the next. In this episode, find out exactly what’s at stake, the common mistakes that could cost your family’s wealth, and the immediate steps to take right now to get set up for success instead.
Episode 2 | The New Things to Know About Creating Generational Wealth
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 you and your family’s wealth so you can put the right measures in place to not just keep your generational wealth, but grow it.
Coming March 11
Episode 3 | The Great Women’s Wealth Transfer
Women are poised to inherit the majority of the Great Wealth Transfer, yet many still hesitate to take control of their financial future. The research is clear: women are disciplined, long-term investors – and often outperform men because of that long-term approach. Confidence is the missing piece. In this episode, find out what women can do to become more empowered in handling – and creating – wealth.
Coming March 25
Episode 4 | The Future of Generational Wealth Building
What comes after the Great Wealth Transfer? Will families know how to keep and grow more wealth for the generations that follow? Find out the key strategies and family commitments that are required to maintain and grow family wealth for generations to come.
Coming April 8
Episode 5 | Business Owners and Generational Wealth
For most business owners, personal and family wealth are deeply tied to the success and value of their business. This presents unique considerations and challenges for business owners as they navigate the Great Wealth Transfer and beyond. In this episode, join WHZ Strategic Wealth Advisors’ financial partners, along with business succession advisor Kevin T. Lewis of Rocklobs Advisory, to find out the specific strategies that business owners should put in place.
Coming April 22
Start the Conversation
Have a question about your estate plan?
Our experienced estate planning attorneys are here to guide you with clarity and confidence. If you’d like to discuss how the Great Wealth Transfer will impact your family, we welcome you to connect with our team.
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