10/11/2024 What are the duties of an executor? https://www.ubt.com/learning-center/blogs/what-are-duties-executor The right person to choose as your executor may not be the loved one you have in mind. Read More PersonalEstate Planning
2/21/2025 Do you have the right amount of life insurance coverage? https://www.ubt.com/learning-center/blogs/do-you-have-right-amount-life-insurance-coverage 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 Read More PersonalEstate Planning
3/14/2025 Taking the long view of long-term care insurance https://www.ubt.com/learning-center/blogs/taking-long-view-long-term-care-insurance Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs. Read More PersonalRetirement
5/1/2025 What is APY and why does it matter? https://www.ubt.com/learning-center/blogs/what-apy-and-why-does-it-matter Understanding APY — short for annual percentage yield — can unlock the true growth potential of your savings. Read More PersonalManaging Your MoneyBanking 101
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. Read More PersonalEstate PlanningEstate 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. Read More PersonalEstate Planning
4/7/2026 When should you update your estate plan? https://www.ubt.com/learning-center/blogs/when-should-you-update-your-estate-plan If you haven’t recently reviewed your estate plan, there may be multiple reasons to do so now. Read More PersonalEstate Planning
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. Read More PersonalEstate PlanningRetirementTaxes
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. Read More PersonalRetirement
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. Read More PersonalRetirementEstate Planning