Tune Up Your Estate Plan: Legacy Planning & Giving

February 22, 2022

Featuring Leslie Gibbens, CCTS, CTFA, Vice President & Trust Services Advisor at UBT, and Doug Koenig, CTFA, Vice President & Trust Services Advisor at UBT

Part of being ready for the year ahead is preparing for the future. Often, how you provide for your loved ones after your passing can greatly impact what they receive. In this video, our Wealth Management experts discuss the importance of conveying your wishes via a solid estate plan, including planned giving. Tune in for tips on living — and leaving — your legacy.

  • Personal
  • Estate Planning
  • Journey

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