1/26/2022 Elizabeth Taylor https://www.ubt.com/about/directory/elizabeth-taylor Health Benefits Specialist
8/6/2019 Estate Planning https://www.ubt.com/learning-center/estate-planning Set your family up for success after you're gone by creating an estate plan. Our Personal Trust have curated the best resources for estate planning. Read More PersonalEstate Management
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. Read More Estate PlanningPersonal Trust
6/3/2022 Calling UBT “Home” https://www.ubt.com/neighbor/calling-ubt-home UBT helped the Ordunas quickly get prequalified for their dream home before they left for a vacation. Read More Personal
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. Read More PersonalEstate Planning
4/18/2025 A flexible approach to spending accounts https://www.ubt.com/learning-center/blogs/flexible-approach-spending-accounts Explore the benefits of FSAs for employers and employees. Learn about plan design, regulations, and how FSAs can save on insurance premiums and healthcare costs Read More PersonalFSAOmnify
8/11/2025 New for 2026: Mandatory Roth Catch-Up Contributions for Highly Paid Participants https://www.ubt.com/learning-center/videos/new-2026-mandatory-roth-catch-contributions-highly-paid-participants John Nownes provides an update on mandatory roth catch-up contributions. Read More BusinessInvestingWealth Management
