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A Limited Purpose Flexible Spending Account (LPFSA) is an employer sponsored Flexible Spending Account that allows you to pay for eligible dental and vision exp

Personal
Omnify

8/18/2022

A Connected Community Corner

https://www.ubt.com/neighbor/connected-community-corner

Three neighbors, three woman-owned small businesses, three friends. Check out the powerhouse trio on Prescott Ave.

Personal

2/28/2022

Owning real estate in more than one state may multiply probate costs

https://www.ubt.com/learning-center/blogs/owning-real-estate-more-one-state-may-multiply-probate-costs

If you own real estate in multiple states, consider using a revocable trust to minimize or avoid excessive probate costs after your death.

Estate Planning
Personal Trust

6/21/2022

4 estate planning documents your college-aged child should have

https://www.ubt.com/learning-center/blogs/4-estate-planning-documents-your-college-aged-child-should-have

If you’re preparing to send your child to college this fall, now is the right time to create a basic estate plan with the help of an advisor.

Personal
Estate Planning

6/27/2022

Building from the Ground Up

https://www.ubt.com/neighbor/building-ground

RJ Vernon, owner of Vernco Roofing, has formed a close friendship with his banker, Jan Sheridan of Union Bank & Trust.

Personal

3/30/2022

Do COBRA laws apply to your EAP?

https://www.ubt.com/learning-center/blogs/do-cobra-laws-apply-your-eap

An EAP is subject to COBRA rules if it meets the definition of a group health plan.

Business
Running a Business
Health Benefits
Employee Benefits

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