4/13/2022 What estate planning strategies are available for non-U.S. citizens? https://www.ubt.com/learning-center/blogs/what-estate-planning-strategies-are-available-non-us-citizens Estate tax planning can get complicated if you or your spouse is a nonresident alien. Read More PersonalEstate PlanningPersonal Trust
8/26/2021 A tenancy-in-common interest can ease distribution of real estate https://www.ubt.com/learning-center/blogs/tenancy-common-interest-can-ease-distribution-real-estate Tenancy-in-common (TIC) ownership is useful for estate planning if you own a significant amount of real estate. Read More PersonalEstate PlanningCommercial Real Estate
4/17/2023 How often should you review your estate plan? https://www.ubt.com/learning-center/blogs/how-often-should-you-review-your-estate-plan As year end approaches, it’s a good time to review your estate plan. Here’s what to consider. Read More PersonalEstate Planning
2/5/2025 Mackenzie Waldron https://www.ubt.com/about/directory/mackenzie-waldron Personal TrustTrust ProfessionalWealth Management
6/22/2020 Business succession as part of your estate plan https://www.ubt.com/learning-center/blogs/business-succession-part-your-estate-plan By starting early and planning carefully, however, it’s possible to resolve estate planning conflicts and transfer business in a tax-efficient manner. Read More BusinessEstate PlanningEstate PlanningEstate AdministrationSmall Business
9/30/2019 Merchant Card Services https://www.ubt.com/business/treasury-management/merchant-card-services Get payment faster and reduce liability by accepting credit and debit cards with UBT's merchant card services. Read More BusinessBusiness Banking
3/18/2022 Home equity: A powerful tool https://www.ubt.com/learning-center/blogs/home-equity-powerful-tool A HELOC is similar to a credit card (but most likely with a lower interest rate) and can be used for major expenses, like home improvements. Read More PersonalManaging Your MoneyOwning a HomeHome Equity
9/13/2022 Taking distributions from your 401k or retirement plan https://www.ubt.com/learning-center/podcasts/taking-distributions-your-401k-or-retirement-plan Jason sits down with Kristy of Retirement Plan Services to discuss taking distributions from your 401k or retirement plan. Read More PersonalRetirement
12/7/2023 Home improvement buzz with Luis Hong of Shaddai https://www.ubt.com/learning-center/blogs/home-improvement-buzz-luis-hong-shaddai We chatted with Lincoln-based general contractor, Luis Hong, to learn more about what his customers home improvement projects have been lately. Read More PersonalOwning a HomeHome EquityLoans