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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

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

7/1/2024

Big benefits to banking local

https://www.ubt.com/learning-center/blogs/big-benefits-banking-local

If you shop local, shouldn't you bank local too? With so many banks of all sizes and types vying for your business, consider a local bank.

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Personal
Community Commitment

1/29/2019

Protect Your Data, Protect Your Business

https://www.ubt.com/learning-center/blogs/protect-your-data-protect-your-business

Educate all of your staff on best practices for fraud prevention. It takes an entire company working together to ensure that your data is kept safe.

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Business
Fraud Prevention
Fraud

10/28/2021

Get Ready for Medicare Open Enrollment

https://www.ubt.com/learning-center/guides/get-ready-medicare-open-enrollment

When is the right time to apply for Medicare? Check out this guide to key steps you should take leading up to applying for Medicare.

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Personal
Retirement
Journey
Financial Planning

12/10/2025

Magic Moments: The Barnes Family

https://www.ubt.com/magic-moments-barnes-family

8-year-old Wesley Barnes was diagnosed with T-Cell Acute Lymphoblastic Leukemia. Through it all, Wesley has shown incredible strength — and so have his parents.

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Personal
Community Commitment
Magic Moments 2025

9/23/2019

Mid Career

https://www.ubt.com/learning-center/mid-career

Many of life’s biggest milestones occur during these years: starting a family, buying a home, sending a child to college, or helping aging parents — all while t

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Personal
Mid-Career
Retirement

1/22/2025

Meet the makers at UBT’s makers markets

https://www.ubt.com/learning-center/blogs/meet-makers

Meet the makers showcased at the UBT Second Saturdays Makers Market!

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Community Commitment

8/31/2023

IRS Issues Two-Year Roth Catch-Up Contribution Relief

https://www.ubt.com/learning-center/blogs/irs-issues-two-year-roth-catch-contribution-relief

The IRS has issued Notice 2023-62, providing relief in connection with the SECURE 2.0 requirements around catch-up contributions for higher-paid participants.

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Business
Retirement
Retirement Plan Sponsor