Globalization, a changing job market, poor savings habits, and high
rents and home prices are forcing young adults to stay in the “nest”
well into their 30s. Even those who do initially leave often “boomerang”
to the old homestead because of job, divorce, or financial problems.
This presentation addresses client concerns for the financial well-being
of their children and grandchildren by integrating federal taxation with
overall financial planning. The course will explore strategies related
to the central financial tactics of building wealth, preserving capital,
distributing the estate.