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Showing 161-170 of 479

3/23/2022

A beneficiary designation or joint title can override your will

https://www.ubt.com/learning-center/blogs/beneficiary-designation-or-joint-title-can-override-your-will

Your beneficiary designations and jointly held assets can wreak havoc if you don’t coordinate them carefully with the rest of your estate plan.

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Personal
Estate Planning

4/13/2022

What estate planning strategies are available for non-U.S. citizens?

https://www.ubt.com/learning-center/blogs/what-estate-planning-strategies-are-available-non-us-citizens

Estate tax planning can get complicated if you or your spouse is a nonresident alien.

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Personal
Estate Planning
Personal Trust

7/19/2021

A fresh look at CRTs, CRATs and CRUTs

https://www.ubt.com/learning-center/blogs/fresh-look-crts-crats-and-cruts

With charitable remainder trust, or CRT, you can give to a charity close to you while improving cash flow and minimizing taxes. Let's take a look.

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Personal
Estate Planning
Estate Administration
Estate Management
Estate Planning

8/26/2021

A tenancy-in-common interest can ease distribution of real estate

https://www.ubt.com/learning-center/blogs/tenancy-common-interest-can-ease-distribution-real-estate

Tenancy-in-common (TIC) ownership is useful for estate planning if you own a significant amount of real estate.

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Personal
Estate Planning
Commercial Real Estate

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.

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Personal
Estate Planning
Retirement

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.

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Personal
Estate Planning

7/1/2025

Understanding your credit score

https://www.ubt.com/learning-center/blogs/understanding-your-credit-score

Your credit score unlocks financial opportunities. Learn what it is, how it's calculated, and ways to improve it for better loan terms, rates, and approvals.

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Personal
Building Credit
Banking 101

6/26/2024

SBA Loan Eligibility & Benefits

https://www.ubt.com/learning-center/guides/sba-loan-eligibility-benefits

SBA Loans, due to their unique structure, are a great option for tons of businesses in virtually every industry. Their advantages typically include lower down..

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Business
Running a Business
Small Business
Small Business Loan
SBA Loans

11/1/2021

Smart ways to use credit successfully

https://www.ubt.com/learning-center/blogs/smart-ways-use-credit-successfully

Learn how to use credit as a tool to improve your financial well-being and some tips about finding and using credit cards to do so.

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Building Credit
MoneyBetter
Banking 101
Financial Literacy

4/26/2021

Should a tax apportionment clause be in your estate plan?

https://www.ubt.com/learning-center/blogs/should-tax-apportionment-clause-be-your-estate-plan

Even if you aren’t subject to federal estate tax, there may be taxes levied on your estate by your state. A carefully worded apportionment clause could help!

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Personal
Estate Planning
Estate Planning