by George C. McCabe, CPA | Jan 2, 2026 | Generational Planning
How You Can Maximize Value, Minimize Taxes, and Help Protect Your Legacy From One Business Owner to Another After decades of building your company, serving customers, and leading your team, your business has become part of who you are. It represents not just financial...
by George C. McCabe, CPA | Jan 2, 2026 | Generational Planning
Introduction: Compassion and Clarity During an Overwhelming Time Losing a spouse changes everything — emotionally, personally, and financially. In the midst of grief, you’re suddenly faced with decisions that can feel impossible to manage alone. This guide was created...
by George C. McCabe, CPA | Jan 2, 2026 | Generational Planning
The $5M+ Family Wealth Playbook 11 Coordination Gaps That Can Quietly Drain Multi-Generational Wealth You’ve built your wealth with precision, but even disciplined families can quietly lose millions. Not from bad investments, but from professionals working in silos....
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 | 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...
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...
