12/11/2023 Year end is gift-giving time: Use the annual gift tax exclusion to the max https://www.ubt.com/learning-center/blogs/year-end-gift-giving-time-use-annual-gift-tax-exclusion-max Reduce your taxable estate by making annual gift tax exclusion gifts. Read More PersonalEstate Planning
12/12/2023 Higher interest rates spark interest in charitable remainder trusts https://www.ubt.com/learning-center/blogs/higher-interest-rates-spark-interest-charitable-remainder-trusts Charitable remainder trusts can be especially effective in a high-interest-rate environment, such as right now. Find out why. Read More PersonalEstate Planning
12/13/2023 Retirement Chat: Account Security https://www.ubt.com/learning-center/podcasts/retirement-chat-account-security Caitlin sits down with Kristy, VP of Client Services here at UBT to discuss account security and the ability to have someone act on your behalf. Read More PersonalRetirement
12/13/2023 Magic Moments: Rita McClure https://www.ubt.com/magic-moments-rita-mcclure Rita McClure is reliable, everyone knows that, and rain or shine, holiday or no, she shows up, because hunger isn’t a fair-weather problem. Read More PersonalCommunity Commitment
12/14/2023 Magic Moments: The Meyer Family https://www.ubt.com/magic-moments-meyer-family On Christmas Day 2022, Cole Meyer suffered a cardiac arrest. The family’s lives were turned upside down in ways that were previously unimaginable. Read More PersonalCommunity Commitment
12/15/2023 Magic Moments: Ameil’s Family https://www.ubt.com/magic-moments-ameils-family Ameil was selected for a Magic Moment for her dedication to others despite her personal and financial struggles. Read More PersonalCommunity Commitment
12/15/2023 Magic Moments: The Williams Family https://www.ubt.com/magic-moments-williams-family Some extra holiday joy could be the start of something good for Shannon and her little crew. Read More PersonalCommunity Commitment
9/13/2022 Taking distributions from your 401k or retirement plan https://www.ubt.com/learning-center/podcasts/taking-distributions-your-401k-or-retirement-plan Jason sits down with Kristy of Retirement Plan Services to discuss taking distributions from your 401k or retirement plan. Read More PersonalRetirement
9/15/2022 Brittany Planos https://www.ubt.com/about/directory/brittany-planos PersonalFinancial Literacy Coach
10/4/2022 When should your savings account funds be invested? https://www.ubt.com/learning-center/blogs/when-should-your-savings-account-funds-be-invested Knowing how much to keep in a savings account and what to invest is tricky, so we’re here to break it down for you. Read More PersonalOnline InvestingSavings