Inheritance Tax 101: How to Protect Your Family’s Legacy Assets
Are inherited assets taxable? This is one of the most common questions we receive. Our reply is one of our most common: it depends! Let's review the elements that [...]
Discover Babb Financial Group’s new office in the heart of Sedona, Arizona.
Babb Financial Group is proud to announce the opening of our second office in Sedona, Arizona. This new location represents an exciting step forward in our commitment to serving clients [...]
Turning Generosity Into Income: How Charitable Gift Annuities Work
Written by: Kathleen Schroeder As financial planners, our goal is to help clients fulfill their charitable intentions while identifying strategies to maximize their wealth, legacy, and philanthropic impact. In our [...]