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If you have both checking and savings accounts with UBT, enrolling in our RoundUp program is an easy and painless way to save each time you use your debit card.

In September, UBT’s Journey team hosted the third run of our popular Smarter in September series.

Two key estate planning terms you need to know are “executor” and “trustee.”

If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate.

As you approach your retirement years, take some time to familiarize yourself with RMD, or required minimum distribution.

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.

If you’ve ever had dreams of business ownership, your tax return might end up being great seed money for a new business venture.

A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules.

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

Take these action steps now to minimize the chance of a will contest and increase the chance of family harmony after your death.