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10/16/2025

Income taxes can negatively impact your estate plan

https://www.ubt.com/learning-center/blogs/income-taxes-can-negatively-impact-your-estate-plan

Don’t forget to take income taxes into consideration when planning your estate.

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Personal
Estate Planning
Retirement
Taxes

10/28/2025

Create an estate planning road map using a letter of instruction

https://www.ubt.com/learning-center/blogs/create-estate-planning-road-map-using-letter-instruction

An estate planning “road map” can act as a catchall for your final thoughts. Write them down in a letter of instruction.

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Personal
Retirement
Estate Planning

10/28/2025

Should a living trust be part of your estate plan?

https://www.ubt.com/learning-center/blogs/should-living-trust-be-part-your-estate-plan

A living trust helps manage assets during life and after death—offering key benefits for individuals and families planning their estate.

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Personal
Retirement

10/28/2025

Don’t let beneficiary designations thwart your estate plan

https://www.ubt.com/learning-center/blogs/dont-let-beneficiary-designations-thwart-your-estate-plan

Are you paying proper attention to beneficiary designations for your retirement accounts, life insurance policies and other “nonprobate” assets?

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Personal
Estate Planning

12/17/2025

Benefits enrollment season: What you need to know

https://www.ubt.com/learning-center/blogs/benefits-enrollment-season-what-you-need-know

Learn what benefits enrollment season means, why it matters, and how Omnify makes choosing health, dental, and savings plans simple and stress-free.

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Business
Health Benefits
Omnify
Employee Benefits

2/9/2026

Should you own assets jointly with an adult child?

https://www.ubt.com/learning-center/blogs/should-you-own-assets-jointly-adult-child

Before deciding to own an asset jointly with your adult child, consider these pitfalls.

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Personal
Estate Planning
Estate Planning

3/25/2026

Owning real estate in multiple states can negatively affect beneficiaries

https://www.ubt.com/learning-center/blogs/owning-real-estate-multiple-states-can-negatively-affect-beneficiaries

If you own real estate in multiple states, consider using a revocable trust to make it easier for your beneficiaries.

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Personal
Estate Planning

9/23/2019

Mid Career

https://www.ubt.com/learning-center/mid-career

Many of life’s biggest milestones occur during these years: starting a family, buying a home, sending a child to college, or helping aging parents — all while t

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Personal
Mid-Career
Retirement

10/31/2022

Taylor Suhr

https://www.ubt.com/about/directory/taylor-suhr

Self-proclaimed coffee queen of the Seward branch. Thrice half-marathoner with full marathon goals. Enjoy umpiring baseball, reading, and spending time with my hubby and black lab, Medford.

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Consumer Loan Specialist
Personal Banker

9/8/2022

Linda Harris

https://www.ubt.com/about/directory/linda-harris

Personal
Business Banker
Consumer Loan Specialist
Personal Banker