Estate tax planning can get complicated if you or your spouse is a nonresident alien.

Learn about the different best practices for UBT's Desktop Teller and mobile deposit services.

With charitable remainder trust, or CRT, you can give to a charity close to you while improving cash flow and minimizing taxes. Let's take a look.

Tenancy-in-common (TIC) ownership is useful for estate planning if you own a significant amount of real estate.

Owners of smaller businesses may want to consider entering a MEWA to help reduce risk while offering group health or other insurance to employees.

Changing your traditional IRA to a Roth IRA can make a significant impact on your and estate planning and retirement plans.

As year end approaches, it’s a good time to review your estate plan. Here’s what to consider.

Even if you aren’t subject to federal estate tax, there may be taxes levied on your estate by your state. A carefully worded apportionment clause could help!

By starting early and planning carefully, however, it’s possible to resolve estate planning conflicts and transfer business in a tax-efficient manner.

S corporations must comply with several strict requirements to keep their tax-advantaged status. Here's a look at 4 eligible trust types to own S-corp stock...