Union Bank & Trust

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Life Changes? Update Your Estate Plan

Leslie Gibbens
November 13, 2018
Growing Your Wealth, Managing Your Money
Your estate plan shouldn’t be a static document — it needs to change as your life changes. Year-end is the perfect time to evaluate any changes in your life that may affect your estate plan.

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October 2018 Market Recap

November 05, 2018
Growing Your Wealth
Market volatility returned with force in October, sending U.S. indices markedly lower. Despite this, the economy remains firmly supported by strong fundamentals and consumer confidence...

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Intellectual Property Requires Careful Estate Planning

Doug Koenig
November 05, 2018
Growing Your Wealth, Managing Your Money
If your estate includes forms of intellectual property, such as patents and copyrights, it’s important to know how to address these intangible assets in your estate plan.

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Tenancy-In-Common a Versatile Estate Planning Tool

Leslie Gibbens
October 22, 2018
Growing Your Wealth, Managing Your Money
If you hold significant real estate investments, tenancy-in-common (TIC) ownership can be a powerful, versatile estate planning tool. Here's how it works.

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Washington Eyes Changes to Retirement Plans

John Nownes
October 15, 2018
Retiring Your Way
Washington is looking to make changes to the nation’s retirement system. Key aspects of the Family Savings Act include these proposed defined contribution retirement plan provisions...

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Determining Your Benefit Account Election Amount

Elizabeth Taylor
October 12, 2018
Growing Your Wealth
Planning your election: Tips and tricks to guide how much money you should put in your account.

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Understanding Out-of-Pocket Health Care Costs

Elizabeth Taylor
October 12, 2018
Growing Your Wealth
When it comes to health insurance, there are different plans designed to meet different needs. Most likely, your options depend on your employer and your personal situation. Let's take a look.

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Differences Between Insurance Plans

Elizabeth Taylor
October 12, 2018
Growing Your Wealth
When it comes to health insurance, there are different plans designed to meet different needs. Most likely, your options depend on your employer and your personal situation. Let's take a look.

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The Power of Tax-Advantaged Benefit Accounts

Elizabeth Taylor
October 12, 2018
Growing Your Wealth
If you're confused and overwhelmed by your health care benefit options, you're not alone. Understanding how tax-advantaged benefit accounts can help you with your health care expenses is a great step.

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Turn Down an Inheritance With a Qualified Disclaimer

Doug Koenig
October 12, 2018
Growing Your Wealth, Managing Your Money
If you are about to receive an inheritance from a family member, you can use a qualified disclaimer to refuse the bequest (yes, it happens). Here's how it works.

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