Who Will Settle Your Estate?

Have you considered what your personal representative (executor) will be required to do? Winding up the financial affairs of any individual’s lifetime is not a simple process.

Wills: the Opportunity of a Lifetime

Don't let someone else decide how you want your assets distributed at death. Establish a will to ensure your plans are carried out. We can help.

Don't Delay Your Estate Plan!

Are you are a young professional?  Do you have young children or are you expecting them? If so, now is the perfect time to create your first basic estate plan.

Ask UIMG: Domestic & International Equities

With the stock portion of my 401(k) investments what percentage do you suggest be invested in domestic equities and what percentage in international equities?

ICS & CDARS Demo

ICS and CDARS offer customers a smart, secure and convenient way to access multi-million-dollar FDIC protection on large deposits while earning a return. View the demo for details.

Ask UIMG: Capital Gains & Fiscal Cliff

How will capital gains tax be affected if we fall off the fiscal cliff?

3 Steps to Growing & Preserving Your Wealth

Growing and preserving your wealth should be an ongoing priority. These three steps will help you secure your financial future.

Retirement for Women: Facts & Strategies (but for men, too)

The savings suggestions written here follow a discussion of certain facts about women and finances. However, these savings strategies will work just as well for men.

Simply Invest Powered by Betterment

A new and easy way to invest. If your goal is to save more for the future, or potentially improve your returns, Union Bank & Trust now offers Simply Invest powered by Betterment.

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