Union Bank & Trust

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Retirement Enhancement & Savings Act Reintroduced

John Nownes
April 14, 2019
Retiring Your Way
the most significant retirement-related legislation introduced thus far in 2019 has been the Retirement Enhancement and Savings Act of 2019. Highlights of the Act include...

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How to Safeguard Assets for You and Your Heirs

Doug Koenig
April 14, 2019
Growing Your Wealth
Protecting assets from creditors is a critical aspect of estate planning, but you need to think about your heirs' creditors as well as your own. A spendthrift trust can help. Let's take a look...

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Art Donations as a Part of Your Estate Plan

Leslie Gibbens
April 08, 2019
Growing Your Wealth
Charitable giving is a key part of estate planning for many people. If you have a collection of valuable art and are charitably minded, consider donating one or more pieces to receive tax deductions..

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Featured FAIR Trip: Steakhouses, Symphony, and Midtown Men!

Kelly Robare
April 03, 2019
Retiring Your Way
This superlative Saturday tour is not your ordinary dinner and a show! We partner with Omaha Culinary Tours (OCT) for their Classic Steakhouse Bus tour, a fun and delicious look at some Omaha fav...

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Investment Overview: 1st Quarter 2019

Daniel Frost
April 03, 2019
Growing Your Wealth
Financial markets stabilized in the first quarter of 2019 following a turbulent end to 2018. Markets seemed relieved in the Fed’s pivot to a more dovish stance....

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March 2019 Market Recap

April 02, 2019
Growing Your Wealth
With the Federal Reserve's pivot to a more dovish stance, financial markets showed signs of stabilizing in March after strong returns in January and February dissipated December 2018 market losses.

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Home Equity: A Powerful Tool

April 01, 2019
Managing Your Money
It’s time to tackle your home improvement to-do list. Whether it's remodeling, an outdoor entertainment space, or updating a bathroom, your home's equity is a powerful tool. Here's how to use it.

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Funding Your Living Trust is the Key to Unlocking its Benefits

Doug Koenig
March 29, 2019
Growing Your Wealth, Managing Your Money
Revocable trusts offer significant benefits, including asset management (in the event you become incapacitated) and probate avoidance. But the benefits aren't available if you don’t fund the trust.

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Create a Road Map for Your Estate Plan

Leslie Gibbens
March 18, 2019
Growing Your Wealth, Managing Your Money
In addition to your legal documents, it's wise to create a “road map” — an informal letter or other document that guides your family in understanding and executing your Estate Plan.

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Tax Reminders Concerning your HSA

March 06, 2019
Growing Your Wealth

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