11/12/2024 Year end is gift-giving time: Use the annual gift tax exclusion to the max https://www.ubt.com/learning-center/blogs/year-end-gift-giving-time-use-annual-gift-tax-exclusion-max Reduce your taxable estate by making annual gift tax exclusion gifts. Read More PersonalEstate Planning
12/28/2023 Where should you keep your estate planning documents? https://www.ubt.com/learning-center/blogs/where-should-you-keep-your-estate-planning-documents A key estate planning step: Inform your family that you have an estate plan and where to locate the documents. Read More PersonalEstate Planning
9/22/2023 An art collection is a special asset to account for in an estate plan https://www.ubt.com/learning-center/blogs/art-collection-special-asset-account-estate-plan You have a few choices to accommodate your art collection in your estate plan. Learn about three options here. Read More PersonalEstate Planning
11/2/2023 Better together: financial planning and investing https://www.ubt.com/learning-center/blogs/better-together-financial-planning-and-investing While financial planning focuses on the overall management of your finances, investing is a specific strategy within that broader framework. Read More Managing Your MoneyFinancial PlanningWealth ManagementInvesting
5/8/2025 Hosting a successful garage sale https://www.ubt.com/learning-center/blogs/hosting-successful-garage-sale A garage sale is a great way to rid yourself of needless things while making a little cash in the process. Read More PersonalManaging Your Money
7/21/2023 Ease the burden of being a member of the Sandwich Generation with these action steps https://www.ubt.com/learning-center/blogs/ease-burden-being-member-sandwich-generation-these-action-steps Are you being pulled between the pressing needs of your elderly parents and your own children? Welcome to the “sandwich generation.” Read More PersonalEstate Planning
8/18/2023 What goes into your mortgage payment? https://www.ubt.com/learning-center/blogs/what-goes-your-mortgage-payment 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! Read More PersonalOwning a HomeMortgages
2/28/2023 Differentiating needs vs. wants in your budget https://www.ubt.com/learning-center/blogs/differentiating-needs-vs-wants-your-budget Learn how to account for your needs and wants in your budget to help achieve your financial goals. Read More PersonalManaging Your MoneyBudgeting
10/18/2024 Taking the mystery out of the probate process https://www.ubt.com/learning-center/blogs/taking-mystery-out-probate-process The term “probate” is one people may have heard and might associate with negative connotations. Here are the facts. Read More PersonalEstate Planning
3/2/2026 How money market accounts help nonprofits thrive financially https://www.ubt.com/learning-center/blogs/how-money-market-accounts-help-nonprofits-thrive-financially By strengthening your reserves (and benefiting from the growth of prime interest), your nonprofit can safeguard its financial health. Read More BusinessRunning a Business