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8/17/2022

Avoid these 4 estate planning pitfalls

https://www.ubt.com/learning-center/blogs/avoid-these-4-estate-planning-pitfalls

Pitfalls abound when creating and maintaining an estate plan. Here are four to be especially aware of.

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Personal
Estate Planning

4/26/2022

Understanding the terms of healthcare directives

https://www.ubt.com/learning-center/blogs/understanding-terms-healthcare-directives

Without an advance health care directive, your estate plan is incomplete.

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Estate Planning
Personal Trust

11/30/2023

Naming a guardian is critical for parents of young children

https://www.ubt.com/learning-center/blogs/naming-guardian-critical-parents-young-children

Choosing a guardian for your young children is one of the most important estate planning decisions you must make.

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Personal
Estate Planning

8/30/2022

LuAnne Stang

https://www.ubt.com/about/directory/luanne-stang

Volleyballer, distance runner, hobby gardener, and frequent traveler with a steadfast belief that The Golden Rule rules.

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Personal
Home Loan Officer

8/24/2016

CDARS

https://www.ubt.com/learning-center/videos/cdars

When you place a large deposit with us, we place your funds, through CDARS into certificates of deposit issued by other financial institutions in the network.

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Personal
Managing Your Money

10/25/2021

Quick Start Guide: Positive Pay and ACH filters

https://www.ubt.com/learning-center/blogs/quick-start-guide-positive-pay-and-ach-filters

Consider setting up positive pay as a fraud prevention mechanism.

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Business
Fraud Prevention
Positive Pay

9/20/2019

John Heckert

https://www.ubt.com/about/directory/john-heckert

Business
Commercial Lending
Business Financing

9/20/2019

Jonathan "JT" Purcell

https://www.ubt.com/about/directory/jonathan-jt-purcell

Business
Commercial Lending
Business Financing

9/23/2019

Pat Jeannin

https://www.ubt.com/about/directory/pat-jeannin

Business
Equipment Financing Officer
Equipment
Business Financing

9/23/2019

Tom Weinandt

https://www.ubt.com/about/directory/tom-weinandt

Business
Commercial Real Estate Loan Officer
Commercial Real Estate