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Buy-Sell Agreement Can Help Cover Estate Taxes

If you're an owner in a closely-held business, it’s critical to have a well-designed, properly funded buy-sell agreement. Without one, an owner’s death can have a negative effect on surviving owners.

Why You Should Break Up With Your Bank (it's not you, it's them)

Have you lost that loving feeling with your bank? If it’s gone, gone, gone, it’s time to find a bank that really gets you. Here are 4 reasons you would — or should — leave your bank and come to UBT.

Choosing the UBT Checking Account That Fits You

Most people don’t re-evaluate their checking account for nearly 20 years after opening it. Why not? Let's take a look at the UBT accounts and see which one fits you best.

They Said It (and we appreciate it)

If you're looking for a bank with complete products and services for families and businesses, you're in the right place. But rather than tell you about it ourselves, here are words from our customers.

Sentimental Value Matters in Your Estate Plan, Too

When planning your estate, you’re likely focused on major assets like real estate, but it's also important to "sweat the small stuff" that may hold great sentimental value to your heirs...

Key Ages On Your Path to Retirement

As life's events pass and we find ourselves approaching the midpoint or later stages of our career, there are key ages to remember on our path to retirement. Let's take a look.

House Passes SECURE Act; DOL Releases Regulatory Agenda

The House of Representatives passed the SECURE Act by a vote of 417-3, showing bipartisan support for meaningful retirement reform. Significant changes the Act would make are highlighted here...

Investment Overview: 2nd Quarter 2019

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...

June 2019 Market Recap

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...

4 Negative Outcomes of Joint Property Ownership

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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