Union Bank & Trust

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Investment Overview: 2nd Quarter 2019

Daniel Frost
July 02, 2019
Growing Your Wealth
The month of April followed through on momentum experienced Q1 2019 as strong reports, including a surprisingly robust 3.2% GDP growth number, had markets feeling like the spring weather...

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June 2019 Market Recap

July 01, 2019
Growing Your Wealth
The US economy continued to show strength throughout the month of June. Still, uncertainty about trade policies and Federal Reserve interest rate policy dominated the minds of investors...

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4 Negative Outcomes of Joint Property Ownership

Leslie Gibbens
June 29, 2019
Growing Your Wealth
A common estate planning mistake that people make is to own property jointly with an adult child or other family member. Here are 4 possible negative consequences...

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A Divorce Should Include an Estate Plan Review

Doug Koenig
June 25, 2019
Growing Your Wealth
If you’re divorcing or recently divorced, it’s important to review your estate plan quickly, for two reasons. First, you may wish to revise your plan immediately to prevent your spouse from...

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Getting to Know HBS: Tammy Thimgan - Team Lead/Tax Guru

June 12, 2019
Managing Your Money

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Deposit and Investment HSAs: What’s the difference?

June 12, 2019
Managing Your Money
With health care costs consistently on the rise, and the uncertainty of the health care environment, it’s more important than ever to adequately save for health care costs and retirement.

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Life Insurance as Part of Your Estate Plan

Leslie Gibbens
June 11, 2019
Growing Your Wealth
If you own life insurance policies at your death, the proceeds will be included in your taxable estate. If estate taxes are a concern, the way around this problem is not to own the policies when...

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May 2019 Market Recap

June 06, 2019
Growing Your Wealth
Solid economic data continued to prevail in May with employment, manufacturing, and inflation numbers all pointing to strength and expansion. Labor market strength remains, as jobless rates were lower

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Leave Your Mark With a Dynasty Trust

Doug Koenig
May 23, 2019
Growing Your Wealth
If a prime objective of your estate plan is to leave a lasting legacy, a dynasty trust may be right for you and your family...

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Beware Leaving Specific Assets to Specific Heirs

Leslie Gibbens
May 20, 2019
Growing Your Wealth
Planning your estate around specific assets is risky and, in most cases, should be avoided. If you leave specific assets to specific people, you could inadvertently disinherit them...

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