by George C. McCabe, CPA | Jul 9, 2025 | Generational Planning
When it comes to trusts, there is a misconception that if you do not have one you do not have an estate plan. Everybody has an estate plan. Whether they choose beneficiaries or draft documents as part of that estate plan is another matter entirely. For those that...
by George C. McCabe, CPA | Jul 9, 2025 | Generational Planning
First of all, if you are reading this because your spouse or loved one has recently passed, our firm would like to express condolences to you and your family. We recognize that losing a loved one can be the most difficult experience we go through during our lifetimes....
by George C. McCabe, CPA | Jun 23, 2025 | Generational Planning
Families with a tremendous amount of wealth worked extremely hard over a lifetime to earn it, and they typically have 3 main concerns when transferring that wealth: Unsure of whether they should gift to their children before their death Having the next generation...
by George C. McCabe, CPA | Jun 4, 2025 | Generational Planning
Most people think that when they write a will or a trust, those documents will cover how all of their assets are going to be distributed. However, accounts like your IRA are the exception to the rule. These accounts have their own beneficiary forms that ultimately...
by George C. McCabe, CPA | Sep 19, 2024 | Financial Planning, Life Insurance
While education costs are top of mind for people in their forties and fifties, concern about health care costs rises to the top of people’s list as they enter their sixties. Like education, the rise in medical and long-term care costs has outpaced inflation over...
