A trustee administers a trust for its beneficiaries. Look for qualifications like financial expertise, integrity, reliability, and good communication skills.

Managing debt in an estate can be complex, especially if the estate is insolvent. If you have questions, consult with us.

The UBT Business app has a lot of ways it can help you run your business anytime, anywhere. Find out about some of our favorite features that you could use!

To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary designations.

A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules.

Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves.

Do your loved ones a favor by creating a “road map” to your estate plan.

Take these action steps now to minimize the chance of a will contest and increase the chance of family harmony after your death.

When planning your estate, pairing a pour-over will with a living trust can act as a backstop for certain wayward assets.