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Showing 481-490 of 978
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
6/3/2022

Calling UBT “Home”

https://www.ubt.com/neighbor/calling-ubt-home
UBT helped the Ordunas quickly get prequalified for their dream home before they left for a vacation.
Read More
  • Personal
6/21/2022

4 estate planning documents your college-aged child should have

https://www.ubt.com/learning-center/blogs/4-estate-planning-documents-your-college-aged-child-should-have
If you’re preparing to send your child to college this fall, now is the right time to create a basic estate plan with the help of an advisor.
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  • Personal
  • Estate Planning
4/18/2025

A flexible approach to spending accounts

https://www.ubt.com/learning-center/blogs/flexible-approach-spending-accounts
Explore the benefits of FSAs for employers and employees. Learn about plan design, regulations, and how FSAs can save on insurance premiums and healthcare costs
Read More
  • Personal
  • FSA
  • Omnify
8/11/2025

New for 2026: Mandatory Roth Catch-Up Contributions for Highly Paid Participants

https://www.ubt.com/learning-center/videos/new-2026-mandatory-roth-catch-contributions-highly-paid-participants
John Nownes provides an update on mandatory roth catch-up contributions.
Read More
  • Business
  • Investing
  • Wealth Management
9/27/2019

Retirement Readiness in :90 - Target Date Funds

https://www.ubt.com/learning-center/videos/retirement-readiness-90-target-date-funds
We often hear that investing is hard to understand from people ready to save for their retirement. We're here to help!
Read More
  • Personal
  • Retirement
  • Early Years
9/27/2019

Retirement Readiness in :90 - Advisor Questions

https://www.ubt.com/learning-center/videos/retirement-readiness-90-advisor-questions
Finding a good financial advisor is kind of like finding a great pair of shoes: the better they fit you, the more comfortable you'll be in the long run.
Read More
  • Personal
  • Retirement
  • Mid-Career
10/9/2019

Family Emergency Imposter Scams

https://www.ubt.com/learning-center/videos/family-emergency-imposter-scams
Imposters claim to be friends or family in distress to trick consumers into wiring money.
Read More
  • Personal
  • Fraud Prevention
  • Scams
  • Identity Protection
10/9/2019

How to File a Complaint with the Federal Trade Commission

https://www.ubt.com/learning-center/videos/how-file-complaint-federal-trade-commission
If you've been ripped off or scammed, complain to the Federal Trade Commission. It can help put the bad guys out of business.
Read More
  • Personal
  • Fraud Prevention
  • Fraud
  • Scams
10/10/2019

Pets

https://www.ubt.com/pets
We want to take every opportunity to honor our pet-loving customers and their furry family members with a series of fun events, treats, and more.
Read More
  • Personal
  • Pets

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