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Showing 51-60 of 654
10/3/2019

Fraud FAQs

https://www.ubt.com/learning-center/faq/fraud-faqs
  • Personal
  • Fraud Prevention
10/18/2024

Taking the mystery out of the probate process

https://www.ubt.com/learning-center/blogs/taking-mystery-out-probate-process
The term “probate” is one people may have heard and might associate with negative connotations. Here are the facts.
Read More
  • Personal
  • Estate Planning
9/19/2019

Church Financing Checklist

https://www.ubt.com/learning-center/guides/church-financing-checklist
We understand how important securing a partner to finance your church's project is to you. In order to make your experience as easy and efficient as possible, p
Read More
  • Business
  • Running a Business
  • Church Loans
12/28/2023

Where should you keep your estate planning documents?

https://www.ubt.com/learning-center/blogs/where-should-you-keep-your-estate-planning-documents
A key estate planning step: Inform your family that you have an estate plan and where to locate the documents.
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  • Personal
  • Estate Planning
9/30/2019

Fraud Management (Positive Pay)

https://www.ubt.com/business/treasury-management/fraud-management-positive-pay
Mitigate risk for your business with Positive Pay. It will help you catch fraud attempts on your business's accounts.
Read More
  • Business
  • Positive Pay
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 Planning
  • Personal Trust
8/18/2023

Avoiding probate: How to do it (and why)

https://www.ubt.com/learning-center/blogs/avoiding-probate-how-do-it-and-why
Because of probate’s public nature, avoiding the process to the extent possible is a goal of many estate plans. Here are some strategies.
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  • Personal
  • Estate Planning
1/12/2026

Big purchases: Spend your savings or borrow money?

https://www.ubt.com/learning-center/blogs/big-purchases-spend-your-savings-or-borrow-money
We all encounter plenty of big purchases in life, and we have to consider the best financing options. When is it best to spend our savings or borrow the money?
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  • Personal
  • Managing Your Money
  • Savings
  • Loans
3/6/2023

To file or not to file a gift tax return, that is the question

https://www.ubt.com/learning-center/blogs/file-or-not-file-gift-tax-return-question
Knowing when a gift tax return must be filed can keep you on the right side of the IRS.
Read More
  • Personal
  • Estate Planning
  • Retirement

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