As you age, responsibilities grow. For the sandwich generation, this means raising children and caring for aging parents, impacting your estate plan.

If you’re feeling dissatisfied with your bank, let us be the first to reassure you: It’s not you, it’s them. So if a bank with real people who really care...

Many banks operate with more of a sales culture. At UBT, we go to great lengths to maintain a service culture. Helping our customers thrive is our main focus.

A garage sale is a great way to rid yourself of needless things while making a little cash in the process.

A financial power of attorney ensures your finances are managed smoothly and per your wishes if you become unable to handle them yourself.

Do-it-yourself estate plans can save time and money for those with simple needs. But they may lack the legal precision and guidance to avoid costly mistakes.

Reduce your taxable estate by making annual exclusion gifts.

Outsourcing your COBRA administration to Omnify has several advantages. See a few here.

Pairing a living trust with a pour-over will can help wrangle any loose assets that you purposely (or inadvertently) didn’t transfer to the living trust.

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones.