2/25/2022 Why your business needs a COBRA administrator https://www.ubt.com/learning-center/blogs/why-your-business-needs-cobra-administrator Outsourcing your COBRA administration to Omnify has several advantages. See a few here. Read More BusinessHealth BenefitsEmployee BenefitsOmnify
2/22/2022 Tune Up Your Estate Plan: Legacy Planning & Giving https://www.ubt.com/learning-center/videos/tune-your-estate-plan-legacy-planning-giving In this video, our Wealth Management experts discuss the importance of conveying your wishes via a solid estate plan, including planned giving. Read More PersonalEstate PlanningJourney
2/22/2022 Time Off https://www.ubt.com/careers/time-off UBT offers a competitive vacation and sick leave policy that gives you ample time to rest, recreate, and recuperate. Read More PersonalCareers
3/1/2022 Planned giving: Generosity that lives on https://www.ubt.com/learning-center/blogs/planned-giving-generosity-lives Consider planned giving, also called legacy giving or gift planning, in your estate plan to support your favorite nonprofits. Read More PersonalEstate PlanningCharitable Gift Planning
4/5/2023 Updating your beneficiaries cements your estate planning https://www.ubt.com/learning-center/blogs/updating-your-beneficiaries-cements-your-estate-planning Our expert gives a rundown on the best times to update the beneficiaries on all your assets and illustrates the importance of adding backup beneficiaries. Read More RetirementTrusts
2/28/2022 Owning real estate in more than one state may multiply probate costs https://www.ubt.com/learning-center/blogs/owning-real-estate-more-one-state-may-multiply-probate-costs If you own real estate in multiple states, consider using a revocable trust to minimize or avoid excessive probate costs after your death. Read More Estate PlanningPersonal Trust
3/4/2022 Clarity counts when it comes to estate planning documents https://www.ubt.com/learning-center/blogs/clarity-counts-when-it-comes-estate-planning-documents Ambiguous language in your estate plan may lead to family disputes after your death. Read More Estate PlanningPersonal Trust
3/14/2022 The best time to take your RMD https://www.ubt.com/learning-center/blogs/best-time-take-your-rmd Timing your Required Minimum Distributions (RMDs) just right can be tricky, but it’s important to get it right to maximize your retirement benefits. Read More PersonalInvestingRetirement