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Union Bank & Trust

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3 Costly Facts About Business Fraud

Jim Smith
September 05, 2017
Now more than ever, regular monitoring of your checking account is needed to protect your account against fraud, especially with business accounts. Let's take a look.

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Ways to Welcome Our Beautiful Autumn Season

August 28, 2017
Autumn is known for being the “transition” season. It is full of new beginnings like the grandkids going back to school, the crops being harvested, and the winds of change in the air...

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Powers of Attorney: Springing vs. Non-Springing

Leslie Gibbens
August 25, 2017
Growing Your Wealth, Managing Your Money
Estate planning typically focuses on what happens to your assets when you die, but it’s important plan for making critical financial and medical decisions if you’re unable to make those decisions.

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Beware the GST Tax When Transferring Assets to Grandchildren

Doug Koenig
August 10, 2017
Growing Your Wealth, Managing Your Money
As you plan your estate, don’t overlook the generation-skipping transfer (GST) tax. Complexities surrounding its allocation can create several tax traps for the unwary.

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Don't Overlook Tax Apportionment When Planning Your Estate

Leslie Gibbens
August 10, 2017
Growing Your Wealth, Managing Your Money
If you expect your estate to have a significant estate tax liability at your death, be sure to include a well-thought-out tax apportionment clause in your will or revocable trust.

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July 2017 Investment Update

August 03, 2017
Growing Your Wealth
U.S. economic conditions rebounded in the second quarter. Real GDP grew at an annualized rate of 2.6% from April through June, following a first-quarter reading of just 1.2%

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Vacation Home Tax Considerations

August 02, 2017
The last recession took a toll on the value of vacation homes. The National Association of Realtors reports that, from the end of 2007 through 2012, when primary homes were dropping in value by...

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Phased Retirement: The New Way to Rightsize Your Career

July 24, 2017
Working later life is on the rise, which is creating challenges for employers. Phased retirement is a growing trend that's showing promise. Is it right for you? Let's take a look.

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When a 15-year Mortgage is the Right Way to Go

Kelly Hillman
July 21, 2017
Managing Your Money
Why is a 30-year mortgage the standard? For many homebuyers, it's due to affordability. Monthly payments are lower on longer-term loans. But for some, a 15-year is a great fit. Let's take a look...

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Security Enhancements for UBT

Kate Stous
July 20, 2017
It’s a pretty big year for UBT. While we are celebrating 100 years, we are also making big plans for how to continue to serve you in the future. We are excited to show you what we have been working on

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