Life insurance remains a powerful estate planning tool for providing for your loved ones in the event of your untimely death. Now is the time to reevaluate your

Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs.

A trustee administers a trust for its beneficiaries. Look for qualifications like financial expertise, integrity, reliability, and good communication skills.

Managing debt in an estate can be complex, especially if the estate is insolvent. If you have questions, consult with us.

John Nownes gives a reminder on the importance of maintaining current documents that comply with laws surrounding 401(k) and 403(b) plans.

The UBT Business app has a lot of ways it can help you run your business anytime, anywhere. Find out about some of our favorite features that you could use!

Get clarity on how to file taxes for your investments.

Help us celebrate UBTwell with the following awards and designations.

Did you know it’s a money power play to add a separate personal IRA to your retirement savings to supplement and diversify your holdings? Click to learn more.

To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary designations.