Support on this site for Internet Explorer 9 and Internet Explorer 10 will end on April 18, 2018. You must update your browser prior to then to continue accessing ubt.com and UBTgo Online Banking. Learn More Here >>

Fortify Your Estate Plan Against Undue Influence Claims

It’s possible your will could be contested and your true intentions defeated if someone is found to have exerted “undue influence” over your decisions. Let's take a look.

Naming a Minor as Beneficiary: Unintended Outcomes

A common estate planning mistake is to designate a minor as beneficiary of a life insurance policy or retirement plan. You mean well, but doing so can have significant undesirable consequences.

Your Will: Does Your Family Know Where It Is?

You’re likely accustomed to conducting a variety of transactions digitally. But when it comes to your last will and testament, only an original, signed document will do.

Provide for Your Spouse, Then Kids, With QTIP Trust

If you want to preserve as much wealth as possible for your children, but you leave property to your spouse outright, a QTIP trust may be the answer. What is it? Let's take a look.

Beware of Tax Liability if You've Received an Inheritance

Most people are genuinely appreciative of inheritances. But sometimes it may be too good to be true, and produce a significant income tax liability. Let's take a look.

4 Estate Planning Techniques for Blended Families

It’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning complications that may lead to challenges in the courts after your death.

IRA Rollover Deadline Waiver

If you receive a distribution from an employer plan (such as when you change jobs or retire) and you don’t roll over the funds into an IRA or new plan within 60 days, you can lose these benefits.

Power of Attorney Abuse: What to Do?

A financial power of attorney can be a valuable estate planning tool, but is susceptible to abuse by scam artists, dishonest caretakers, or greedy relatives. Here's what to do.

5 Estate Planning Tips for the Sandwich Generation

The “sandwich generation” are people who find themselves caring for both their children and their parents at the same time. In some cases, this includes providing parents with financial support.

Charitable Tax Deductions & IRS Rules

If reducing your taxable estate is an important estate planning goal, making lifetime charitable donations can help achieve that goal and benefit your favorite organizations...

Pages