11/10/2020 Celebrating UBTwell https://www.ubt.com/news/celebrating-ubtwell Help us celebrate UBTwell with the following awards and designations. Read More PersonalCommunity CommitmentCareers
1/29/2024 Supplementing and diversifying with an IRA https://www.ubt.com/learning-center/blogs/supplementing-and-diversifying-ira Did you know it’s a money power play to add a separate personal IRA to your retirement savings to supplement and diversify your holdings? Click to learn more. Read More PersonalRetirement
2/15/2024 Is it time to review your beneficiary designations? https://www.ubt.com/learning-center/blogs/it-time-review-your-beneficiary-designations To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary designations. Read More PersonalEstate Planning
3/14/2024 Take care of a loved one who has special needs with a special needs trust https://www.ubt.com/learning-center/blogs/take-care-loved-one-who-has-special-needs-special-needs-trust A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules. Read More PersonalEstate Planning
3/10/2023 Enacting a spendthrift trust can be beneficial to your loved ones https://www.ubt.com/learning-center/blogs/enacting-spendthrift-trust-can-be-beneficial-your-loved-ones Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. Read More PersonalEstate PlanningTrusts
4/24/2023 Avoiding challenges to your estate plan https://www.ubt.com/learning-center/blogs/avoiding-challenges-your-estate-plan Take these action steps now to minimize the chance of a will contest and increase the chance of family harmony after your death. Read More PersonalEstate Planning
4/26/2023 Lincoln veteran finds purpose in penmaking https://www.ubt.com/learning-center/blogs/lincoln-veteran-finds-purpose-penmaking Since the Veterans in Recovery program started in January 2018, more than 260 veterans have joined Nebraska Innovation Studio. Read More PersonalCommunity CommitmentUNL
11/3/2023 Two estate planning documents working in tandem: A living trust and a pour-over will https://www.ubt.com/learning-center/blogs/two-estate-planning-documents-working-tandem-living-trust-and-pour-over-will When planning your estate, pairing a pour-over will with a living trust can act as a backstop for certain wayward assets. Read More PersonalEstate Planning
12/14/2023 SIMPLE IRA: A retirement option for your employees https://www.ubt.com/learning-center/blogs/simple-ira-retirement-option-your-employees SIMPLE IRA's are a low-cost option that allows employees to establish retirement savings and reap all the benefits of pre-tax contributions. Read More PersonalRetirementIRA
11/12/2024 Year end is gift-giving time: Use the annual gift tax exclusion to the max https://www.ubt.com/learning-center/blogs/year-end-gift-giving-time-use-annual-gift-tax-exclusion-max Reduce your taxable estate by making annual gift tax exclusion gifts. Read More PersonalEstate Planning