11/22/2021 Why a gifting strategy still matters https://www.ubt.com/learning-center/blogs/why-gifting-strategy-still-matters Making lifetime gifts continues to be a beneficial estate planning strategy even with fed gift and estate tax exemption reaching $12 million for 2022. Read More PersonalEstate PlanningTaxes
11/29/2021 Converting a traditional IRA to a Roth IRA can benefit your retirement and estate plans https://www.ubt.com/learning-center/blogs/converting-traditional-ira-roth-ira-can-benefit-your-retirement-and-estate Changing your traditional IRA to a Roth IRA can make a significant impact on your and estate planning and retirement plans. Read More PersonalEstate PlanningRetirement
12/2/2021 Happier Moments: Holiday Gifts We Give Ourselves https://www.ubt.com/learning-center/videos/happier-moments-holiday-gifts-we-give-ourselves Don't forget to take care of number one during this holiday season. Read More PersonalJourney
12/2/2021 Healthier Holidays: Intentional Indulgences https://www.ubt.com/learning-center/videos/healthier-holidays-intentional-indulgences Learn some tricks to maintain a healthy lifestyle while still indulging a little during the holiday season. Read More PersonalJourney
12/9/2021 Magic Moments: The Montecuollo Family https://www.ubt.com/learning-center/blogs/magic-moments-montecuollo-family After the father, Seth, received a brain tumor diagnosis, the Montecuollos have had a rough year. UBT helped make their holidays a little brighter. Read More PersonalCommunity Commitment
12/10/2021 Magic Moments: The Cassell Family https://www.ubt.com/learning-center/blogs/magic-moments-cassell-family Peggy Cassell is a single mom who’s raised five kids on a super tight budget, and she has cancer. UBT is helping her make the most out of this holiday season. Read More PersonalCommunity Commitment
4/17/2023 How often should you review your estate plan? https://www.ubt.com/learning-center/blogs/how-often-should-you-review-your-estate-plan As year end approaches, it’s a good time to review your estate plan. Here’s what to consider. Read More PersonalEstate Planning
12/8/2021 Happier Paw-lidays: Safe Celebrating with Your Pets https://www.ubt.com/learning-center/videos/happier-paw-lidays-safe-celebrating-your-pets Check out this video on how you can keep your pets calm, safe, and festive during the holiday season. Read More PersonalJourneyPets
12/8/2021 Hands On vs Hands Off Investing https://www.ubt.com/learning-center/videos/hands-vs-hands-investing For some investors, a hands-on approach makes sense. For others, hands off is the way to go. See which one is right for you. Read More PersonalInvestingRetirement