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Showing 711-720 of 984
11/10/2020

Celebrating UBTwell

https://www.ubt.com/news/celebrating-ubtwell
Help us celebrate UBTwell with the following awards and designations.
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  • Personal
  • Community Commitment
  • Careers
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.
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  • Personal
  • Retirement
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.
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  • Personal
  • Estate 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.
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  • Personal
  • Estate 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.
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  • Personal
  • Estate Planning
  • Trusts
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.
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  • Personal
  • Estate 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.
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  • Personal
  • Community Commitment
  • UNL
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.
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  • Personal
  • Estate 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.
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  • Personal
  • Retirement
  • IRA
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.
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  • Personal
  • Estate Planning

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