Union Bank & Trust

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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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The Framework for Tax Reform

Leslie Gibbens
October 05, 2017
Growing Your Wealth, Managing Your Money
On September 27, President Trump released a nine-page “framework” for new tax legislation. The new target for the corporate tax is 20% instead of 15%. The “border-adjustable tax” is history.

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Regulatory Update: Tax Reform

John Nownes
October 04, 2017
A look at the DOL Fiduciary rule, Trump administration's approach to tax reform, and tax relief for hurricane victims.

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September 2017 Investment Update

October 03, 2017
Growing Your Wealth
Overall, the combination of steady growth, low interest rates, and the absence of inflation concerns have provided fuel for the markets to produce strong returns.

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How an HSA can Benefit Your Estate Plan

Leslie Gibbens
October 03, 2017
Growing Your Wealth, Managing Your Money
One health care arrangement soaring in popularity in recent years has been the pairing of a high-deductible health plan with an HSA, which can help you achieve your estate planning goals...

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Investment Overview: 3rd Quarter 2017

Ryan Sailer
October 02, 2017
Growing Your Wealth
Despite increasing political instability at home and rising tensions abroad, the underlying economic backdrop has largely been supportive of financial markets...

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5 Steps to Retirement Planning Success

Kellee Krick
September 29, 2017
Retiring Your Way, Growing Your Wealth, Managing Your Money
If you're part of the 50 & Over group, saving for retirement represents one of your most important financial goals. Reaching the elusive goal requires some soul searching, long term planning, and...

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Making Your Church Capital Campaign Successful

Charity Kuehn
September 25, 2017
Managing Your Money, Building Your Business

Taking on a significant remodel, addition, or building project at your church is an exciting, and often daunting undertaking. Our experts are here to help!

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Target Retirement Funds Provide Hands-Off Approach to Saving

Kellee Krick
September 15, 2017
Retiring Your Way, Growing Your Wealth
Is there an option for someone that does not want to choose their own investments, but rather has that process done for them? The answer is yes: Target Retirement Funds.

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Lutheran Family Services of Nebraska

Kellie Cave
September 14, 2017
Community Commitment
Each quarter, Union Bank's Community Involvement Committee will highlight a local nonprofit. This quarter the spotlight is on Lutheran Family Services.

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