Union Bank & Trust

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Estate Planning a Must for Unmarried Couples

Doug Koenig
September 21, 2018
Growing Your Wealth, Managing Your Money
Unmarried couples need to carefully spell out how they wish to distribute their wealth, as a surviving life partner may end up with nothing. Here's what you need to know.

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President Trump's Executive Order

September 12, 2018
Retiring Your Way
President Trump issued an Executive Order on August 31, directing the Department of Labor (DOL) and Department of Treasury to look at the following issues to improve worker retirement security:

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August 2018 Market Recap

September 05, 2018
Growing Your Wealth
The U.S. economy remains firmly in expansionary territory, supported by an upbeat consumer and a strong corporate earnings backdrop.

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3 Reasons to Continue Making Lifetime Gifts

Leslie Gibbens
September 04, 2018
Growing Your Wealth, Managing Your Money
The gift and estate tax exemption is at a record high, so it may seem that gifting assets to loved ones is less important than in previous years. But Lifetime Gifts continue to provide benefits.

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At Your Own Risk: Pitfalls of DIY Estate Planning

Doug Koenig
August 23, 2018
Growing Your Wealth, Managing Your Money
There’s no law that says you can’t prepare your own estate plan, but unless your estate is small and your plan is quite simple, the pitfalls of do-it-yourself (DIY) estate planning can be many.

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Funeral Arrangements a Critical Part of Your Estate Plan

Leslie Gibbens
August 14, 2018
Growing Your Wealth, Managing Your Money
Funeral arrangements are a critical component of your estate plan. Failure to clearly communicate your wishes can lead to tension, disputes and even litigation among family members.

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A Trust Made for Family Members with Special Needs

Doug Koenig
August 13, 2018
Growing Your Wealth, Managing Your Money
If you have a child or family member with a disabling condition that requires long-term care or prevents them from being able to support him- or herself, consider a Special Needs Trust.

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July 2018 Market Recap

August 06, 2018
Growing Your Wealth
The US economy remains firmly in expansionary territory. The current economic recovery that began in the summer of 2009 is now the second longest in US history.

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The Latest Scam Targeting Businesses | Part 3

Jim Smith
August 03, 2018
Managing Your Money
Even the most tech-savvy employees can fall victim to the sophisticated efforts of today’s fraudsters, especially if a fraudster has gotten access to your company’s or one of your vendor’s email...

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Double-Duty Giving with Charitable Gift Annuities

Leslie Gibbens
July 20, 2018
Growing Your Wealth, Managing Your Money
If you’re charitably inclined, you may wish to consider a charitable gift annuity, which combines the benefits of an immediate income tax deduction and a lifetime income stream...

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