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Showing 61-70 of 654
7/21/2023

What should you consider when choosing a guardian?

https://www.ubt.com/learning-center/blogs/what-should-you-consider-when-choosing-guardian
Choosing your child’s guardian can be difficult. These steps can help.
Read More
  • Personal
  • Estate Planning
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
  • Personal
  • Careers
5/22/2025

Why choosing the right trustee matters

https://www.ubt.com/learning-center/blogs/why-choosing-right-trustee-matters
A trustee administers a trust for its beneficiaries. Look for qualifications like financial expertise, integrity, reliability, and good communication skills.
Read More
  • Personal
  • Estate Planning
4/24/2023

Avoiding challenges to your estate plan

https://www.ubt.com/learning-center/blogs/avoiding-challenges-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.
Read More
  • Personal
  • Estate Planning
5/19/2023

You’ve received a sizable inheritance: Now what?

https://www.ubt.com/learning-center/blogs/youve-received-sizable-inheritance-now-what
For many, receiving a large inheritance is a dream come true. If a loved one leaves you a large amount of money, take a deep breath and review these steps.
Read More
  • Personal
  • Estate Planning
4/7/2023

Planning for Retirement

https://www.ubt.com/goals/planning-retirement
Deciding when to retire and learning to shift from saving to spending isn't easy. We are here to answer your questions and figure out the right path for you.
Read More
  • Personal
  • Retirement
  • Financial Planning
5/21/2025

Incentive trusts: Use them to pass your wealth and values on to beneficiaries

https://www.ubt.com/learning-center/blogs/incentive-trusts-use-them-pass-your-wealth-and-values-beneficiaries
Consider adding an incentive trust to your estate plan if you want to share your assets and values with your loved ones.
Read More
  • Personal
  • Estate Planning
5/22/2025

Stepped-up basis rules can ease the income tax bite of an inheritance

https://www.ubt.com/learning-center/blogs/stepped-basis-rules-can-ease-income-tax-bite-inheritance
Understanding the stepped-up basis rules is beneficial for family members who inherit your assets.
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  • Personal
  • Estate Planning
5/1/2024

Look it up: A glossary of key estate planning terms

https://www.ubt.com/learning-center/blogs/look-it-glossary-key-estate-planning-terms
There may be several estate planning terms that are foreign to you. Here’s a glossary of terms for reference.
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  • Personal
  • Estate Planning
1/27/2026

Taxes 101: A tax prep crash course

https://www.ubt.com/learning-center/blogs/taxes-101-tax-prep-crash-course
If you've never filed taxes before, or you need a refresher, here's a great start on what you need to know about filing your taxes.
Read More
  • Managing Your Money
  • Taxes

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