Union Bank & Trust

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IRAs for Charity

September 12, 2017
Managing Your Money
Charitable giving in the U.S. rose 2.7% last year, reaching an all-time record of $390.05 billion. That’s also a record in inflation-adjusted dollars, reports the Giving USA Foundation.

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What to do Following Equifax Data Breach

September 08, 2017
Managing Your Money
UBT wants to make sure that you are aware of the Equifax data breach, and help inform you as to what you should do to determine if your personal information has been compromised.

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August 2017 Investment Update

September 06, 2017
Growing Your Wealth
U.S. economic conditions rebounded in the second quarter. Real GDP grew at an annualized rate of 2.6% from April through June, following a first-quarter reading of just 1.2%

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Have you properly funded your revocable trust?

Leslie Gibbens
September 05, 2017
Growing Your Wealth, Managing Your Money
If your estate plan includes a revocable trust — also known as a “living” trust — it’s critical to ensure the trust is properly funded. Certain benefits aren't available if the trust isn't funded...

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3 Costly Facts About Business Fraud

Jim Smith
September 05, 2017
Now more than ever, regular monitoring of your checking account is needed to protect your account against fraud, especially with business accounts. Let's take a look.

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Ways to Welcome Our Beautiful Autumn Season

August 28, 2017
Autumn is known for being the “transition” season. It is full of new beginnings like the grandkids going back to school, the crops being harvested, and the winds of change in the air...

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Powers of Attorney: Springing vs. Non-Springing

Leslie Gibbens
August 25, 2017
Growing Your Wealth, Managing Your Money
Estate planning typically focuses on what happens to your assets when you die, but it’s important plan for making critical financial and medical decisions if you’re unable to make those decisions.

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Beware the GST Tax When Transferring Assets to Grandchildren

Doug Koenig
August 10, 2017
Growing Your Wealth, Managing Your Money
As you plan your estate, don’t overlook the generation-skipping transfer (GST) tax. Complexities surrounding its allocation can create several tax traps for the unwary.

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Don't Overlook Tax Apportionment When Planning Your Estate

Leslie Gibbens
August 10, 2017
Growing Your Wealth, Managing Your Money
If you expect your estate to have a significant estate tax liability at your death, be sure to include a well-thought-out tax apportionment clause in your will or revocable trust.

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July 2017 Investment Update

August 03, 2017
Growing Your Wealth
U.S. economic conditions rebounded in the second quarter. Real GDP grew at an annualized rate of 2.6% from April through June, following a first-quarter reading of just 1.2%

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