2/7/2023 Is your revocable trust fully funded? https://www.ubt.com/learning-center/blogs/your-revocable-trust-fully-funded Want to avoid probate? Ensure your revocable trust is fully funded. Read More PersonalEstate PlanningTrusts
7/21/2023 You’ve been asked to serve as executor, now what? https://www.ubt.com/learning-center/blogs/youve-been-asked-serve-executor-now-what A loved one or close friend may ask you to be the executor of his or her estate. Before you give an answer, consider these questions. Read More PersonalEstate Planning
2/2/2026 Legislative updates to health benefit accounts https://www.ubt.com/learning-center/blogs/legislative-updates-health-benefit-accounts HSAFSAHealth Benefits
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. Read More BusinessRunning a BusinessHealth BenefitsEmployee Benefits
1/26/2022 Kari Morgan https://www.ubt.com/about/directory/kari-morgan BusinessHealth Benefits Specialist
3/8/2022 Laura Lyons https://www.ubt.com/about/directory/laura-lyons BusinessHealth Benefits Specialist
8/29/2019 Andrea Howard https://www.ubt.com/about/directory/andrea-howard I help businesses provide best-in-class health benefits. Read More BusinessHealth Benefits Specialist
