1/23/2023 Avoid overpaying taxes on nondeductible IRA contributions https://www.ubt.com/learning-center/blogs/avoid-overpaying-taxes-nondeductible-ira-contributions Get clarity on how to file taxes for your investments. Read More Estate PlanningTaxes
3/14/2024 Take care of a loved one who has special needs with a special needs trust https://www.ubt.com/learning-center/blogs/take-care-loved-one-who-has-special-needs-special-needs-trust A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules. Read More PersonalEstate Planning
11/3/2023 Two estate planning documents working in tandem: A living trust and a pour-over will https://www.ubt.com/learning-center/blogs/two-estate-planning-documents-working-tandem-living-trust-and-pour-over-will When planning your estate, pairing a pour-over will with a living trust can act as a backstop for certain wayward assets. Read More PersonalEstate Planning
3/1/2022 Planned giving: Generosity that lives on https://www.ubt.com/learning-center/blogs/planned-giving-generosity-lives Consider planned giving, also called legacy giving or gift planning, in your estate plan to support your favorite nonprofits. Read More PersonalEstate PlanningCharitable Gift Planning
1/9/2023 Tune Up Your Smartphone Photography https://www.ubt.com/learning-center/videos/tune-your-smartphone-photography Tune in and learn how to optimize your smartphone’s camera to capture all the year’s highlights. Read More PersonalJourney
11/2/2023 Owning assets jointly with a child may not be the right estate planning strategy https://www.ubt.com/learning-center/blogs/owning-assets-jointly-child-may-not-be-right-estate-planning-strategy Do you own assets jointly with your child or other heir? Learn the pitfalls associated with this estate planning strategy. Read More PersonalEstate Planning
3/4/2022 Clarity counts when it comes to estate planning documents https://www.ubt.com/learning-center/blogs/clarity-counts-when-it-comes-estate-planning-documents Ambiguous language in your estate plan may lead to family disputes after your death. Read More Estate PlanningPersonal Trust
9/22/2023 An art collection is a special asset to account for in an estate plan https://www.ubt.com/learning-center/blogs/art-collection-special-asset-account-estate-plan You have a few choices to accommodate your art collection in your estate plan. Learn about three options here. Read More PersonalEstate Planning
5/20/2021 Private banking: What is it, and who is it for? https://www.ubt.com/learning-center/blogs/private-banking-what-it-and-who-it Curious about private banking? Here's what you need to know. Read More BusinessPrivate Banking
8/6/2019 Fraud Prevention https://www.ubt.com/learning-center/fraud-prevention At UBT, we are serious about protecting your money from fraudsters and scams. Check out our Fraud Learning Center to get tips on how to avoid falling victim. Read More PersonalFraud
