by George C. McCabe, CPA | Nov 26, 2025
Profile Profile: Late 60s couple with $10m+ in investments and real estate. Stage of Life: Retirees splitting their time between world traveling and time with family. Primary Concern: Funding retirement, legacy building with children, education savings for...
by George C. McCabe, CPA | Nov 26, 2025
Client Profile Client: Recently widowed woman in her early 70s. Stage of Life: Retired, enjoying time with grandchildren. Primary Concerns: Managing her late husband’s estate, minimizing taxes, honoring his charitable legacy, and ensuring wealth transfers smoothly to...
by George C. McCabe, CPA | Nov 26, 2025
Profile Profile: Mid-60s couple preparing to sell their family-owned professional services business. Stage of Life: Empty nesters planning retirement and wealth transfer. Primary Concern: Reducing taxes, protecting new wealth, and wanting to ensure long-term family...
