10/10/2019 Kimberly Brown & Family https://www.ubt.com/learning-center/blogs/kimberly-brown-family PersonalCommunity Commitment
12/17/2018 The Hubbard Family https://www.ubt.com/learning-center/blogs/hubbard-family 2018 has been quite a year for the Hubbard Family – unfortunately, much of it has been spent in hospitals and doctor appointments. Read More Community Commitment
12/18/2018 The Meza Family https://www.ubt.com/learning-center/blogs/meza-family PersonalCommunity Commitment
12/30/2019 3 Pitfalls to Avoid When Naming a Life Insurance Beneficiary https://www.ubt.com/learning-center/blogs/3-pitfalls-avoid-when-naming-life-insurance-beneficiary Most beneficiary mistakes are caught too late. Save your family the trouble and pain, and review your designations. Read More PersonalEstate Planning
12/30/2019 Mike Hansen https://www.ubt.com/about/directory/mike-hansen BusinessBusiness BankerCommercial Lending
12/31/2019 Large gifts now won't hurt post-2025 estates https://www.ubt.com/learning-center/blogs/large-gifts-now-wont-hurt-post-2025-estates The IRS has issued final regulations that should provide comfort to taxpayers interested in making large gifts under the current gift and estate tax regime. Read More PersonalEstate PlanningPersonal Trust
12/31/2019 Final Hardship Distribution Regulations and Proposed Electronic Delivery Regulations https://www.ubt.com/learning-center/blogs/final-hardship-distribution-regulations-and-proposed-electronic-delivery The Department of Treasury issued final hardship distribution regulations that generally became effective with the 2019 plan year for UBT. Read More BusinessEmployee Benefits