Union Bank & Trust

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The Write Stuff: a Letter of Instructions

Leslie Gibbens
November 10, 2017
Growing Your Wealth, Managing Your Money
When you draft an estate plan, the centerpiece is your will or living trust. But there’s still a place at the table for a “letter of instructions” to your heirs. Check it out...

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Benefits of a Charitable Remainder Trust

Doug Koenig
November 10, 2017
Growing Your Wealth, Managing Your Money
If you’re charitably inclined but concerned about having sufficient income to meet your needs, a charitable remainder trust (CRT) may be the answer. A CRT allows you to support a favorite charity...

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Safe Online Shopping for the Holidays

November 06, 2017
Whether you are avoiding the crowds at the mall, or scouring the internet for the best deals, safe online shopping for the holiday season continues to be a challenge. Here are a few online tips.

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October 2017 Investment Update

November 03, 2017
Growing Your Wealth
U.S. Real Gross Domestic Product (GDP) grew at an unexpected pace of 3.0% in the third quarter, versus a 2.5% consensus estimate, marking the second consecutive quarter of GDP growth at or above 3.0%

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Recap of Daniel O’Donnell at the Orpheum Theatre

Kelly Robare
October 25, 2017
Retiring Your Way
On Wednesday, June 7, 2017, a group of 50 Festive FAIR travelers set out for Omaha. We had a full motor coach, a fearless driver, two fabulous FAIR representatives, and a fun evening ahead.

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Dynasty Trusts Keep on Giving Long Into the Future

Leslie Gibbens
October 19, 2017
Growing Your Wealth, Managing Your Money
With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust you can extend estate tax benefits?

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Who Should Own Your Life Insurance Policy?

Doug Koenig
October 19, 2017
Growing Your Wealth, Managing Your Money
If you own life insurance policies at your death, the proceeds will be included in your taxable estate. Ownership is usually determined by several factors, including...

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Estate Tax Relief for Family Businesses

Leslie Gibbens
October 06, 2017
Building Your Business
For many eligible business owners, Internal Revenue Code Section 6166 provides welcome relief. It permits qualifying estates to defer a portion of their estate tax liability for up to 14 years...

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Recap of Clue: Goehner Centennial Melodrama

Kelly Robare
October 05, 2017
Retiring Your Way
“So now you play our little game of murder. You try your best and play the game to win. No matter if you land on top or bottom, you’ve played it. And now it’s time to play the game again.” –“The Game"

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Tax-Conscious Bequests

Doug Koenig
October 05, 2017
Growing Your Wealth, Managing Your Money
The advent of a higher amount exempt from the federal estate tax ($5.49 million in 2017) has reduced the need for tax-aware estate planning, but it has not eliminated it altogether. Let's take a look.

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