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BTA Blog

Avoid These Life Insurance Missteps

By: Elisabeth - September 4, 2018 - 9:11 am

Avoid These Life Insurance Missteps Shop wisely when you look for coverage. Provided by Denise B. Barrows, CPA, CFP® & Philip G. Trostle, CPA/PFS, MBA Are you about to buy life insurance? Shop carefully. Make your choice with insight from an insurance professional, as it may help you avoid some of these all-too-common missteps. Buying the  Read more…

Why Life Insurance Will Always Matter in Estate Planning

By: Elisabeth - August 1, 2018 - 11:03 am

Why Life Insurance Will Always Matter in Estate Planning With or without the estate tax, it addresses several key priorities. Provided by Denise B. Barrows, CPA, CFP® & Philip G. Trostle, CPA/PFS, MBA Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the need for  Read more…

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