by George C. McCabe, CPA | Oct 22, 2025 | Generational Planning
Why Timing Your Wealth Transfer Matters One of the most important decisions affluent families face is when to transfer wealth to their children. Should you make gifts during your lifetime, or wait and leave assets as an inheritance? Each path carries distinct estate...
by George C. McCabe, CPA | Oct 22, 2025 | Charitable Planning
Anonymous charitable giving has risen over the past decade. For many donors—especially those with complex family, business, and community profiles—choosing to give without attribution can provide meaningful benefits. Below are three practical reasons to consider...
by George C. McCabe, CPA | Oct 10, 2025 | Investment Management
Collateralizing your investment account means borrowing against eligible securities to create short-term liquidity without selling your holdings. When used thoughtfully, this securities-based lending strategy can bridge a funding need while preserving your long-term...
by George C. McCabe, CPA | Oct 10, 2025 | Investment Management
When interest rates rose significantly in 2022, it changed the calculus for idle cash. Keeping large balances in checking for bill pay and convenience often means missing out on materially higher yields available elsewhere. Here are four practical, higher-yield...
by George C. McCabe, CPA | Jul 24, 2025 | Generational Planning
A few years ago, I had a client (let’s call him John) with a sizable estate who unfortunately passed away earlier than he or his family had anticipated. As part of John’s estate plan, he decided to bequeath a portion of his assets to his four children that was to be...
