10/26/2021 Estate planning for the young and affluent can be tricky https://www.ubt.com/learning-center/blogs/estate-planning-young-and-affluent-can-be-tricky Estate planning for young people can be difficult as it's impossible to predict what the estate tax laws will look like decades from now. Here's some tips. Read More PersonalEstate PlanningTrusts
3/30/2023 Life changes? Update your estate plan https://www.ubt.com/learning-center/blogs/life-changes-update-your-estate-plan Your estate plan shouldn’t be a static document — it needs to change as your life changes. Read More PersonalRetirementEstate PlanningEstate ManagementIn Retirement
10/8/2019 Retirement Calculators https://www.ubt.com/learning-center/guides/retirement-calculators An overview of our best retirement calculators. Read More PersonalRetirementApproaching RetirementIn RetirementMid-CareerEarly YearsRetirement Plan Sponsor
12/14/2023 Magic Moments: The Meyer Family https://www.ubt.com/magic-moments-meyer-family On Christmas Day 2022, Cole Meyer suffered a cardiac arrest. The family’s lives were turned upside down in ways that were previously unimaginable. Read More PersonalCommunity CommitmentMagic Moments
11/12/2024 A lasting legacy and the power of art https://www.ubt.com/learning-center/blogs/lasting-legacy-and-power-art Llongtime Lincoln Public Schools art teacher Lynn Faulkner art to be sold to help LPS students Read More PersonalCommercial Real Estate
9/4/2025 Why eating healthy matters — even on a budget https://www.ubt.com/learning-center/blogs/why-eating-healthy-matters-even-budget Eat well without overspending—smart tips, tasty hacks, and budget-friendly recipes for healthy living from UBT’s Brittany Planos. Read More PersonalBudgeting
2/25/2022 COBRA de-mystified: What businesses need to know https://www.ubt.com/learning-center/blogs/cobra-de-mystified-what-businesses-need-know Offering COBRA insurance is now required for most business. Here's what you need to know. Read More BusinessHealth BenefitsOmnifyEmployee Benefits
10/27/2022 Journey explores Medicare open enrollment readiness https://www.ubt.com/learning-center/blogs/journey-explores-medicare-open-enrollment-readiness Recap of our recent webinar exploring Medicare readiness for open enrollment. Read More PersonalJourney
11/21/2022 Annual gift tax exclusion amount increases for 2023 https://www.ubt.com/learning-center/blogs/annual-gift-tax-exclusion-amount-increases-2023 If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate. Read More PersonalEstate Planning
12/9/2022 What’s the difference between a springing and a nonspringing power of attorney? https://www.ubt.com/learning-center/blogs/whats-difference-between-springing-and-nonspringing-power-attorney A power of attorney can come in the form of “springing” or “nonspringing.” Learn about their differences. Read More PersonalEstate Planning