We had a chance to visit with some members of UBT’s Customer Service team who were able to save a customer from losing nearly $100,000 to bad actors.

Knowing when a gift tax return must be filed can keep you on the right side of the IRS.

A key estate planning step: Inform your family that you have an estate plan and where to locate the documents.

You have a few choices to accommodate your art collection in your estate plan. Learn about three options here.

While financial planning focuses on the overall management of your finances, investing is a specific strategy within that broader framework.

Learn how to account for your needs and wants in your budget to help achieve your financial goals.

Are you being pulled between the pressing needs of your elderly parents and your own children? Welcome to the “sandwich generation.”

Our newest location, Union Bank Place, has so much to offer the community already. Read more about what the new space includes.

When buying a home, it can be confusing to know who pays for what during closing. Our experts have put together a great resource for answering your questions!

Learn how to use UBTgo to set up an allowance plan.