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Showing 111-120 of 1976
4/7/2026

When should you update your estate plan?

https://www.ubt.com/learning-center/blogs/when-should-you-update-your-estate-plan
If you haven’t recently reviewed your estate plan, there may be multiple reasons to do so now.
Read More
  • Personal
  • Estate Planning
9/20/2018

Know Your Retirement Plan Investment Options

https://www.ubt.com/learning-center/guides/know-your-retirement-plan-investment-options
Within your retirement plan at Union Bank, your money is most likely invested in mutual funds. But just what is a mutual fund?
Read More
  • Personal
  • Investing
  • Retirement
  • Mid-Career
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
  • Personal
  • Estate Planning
  • Trusts
10/16/2025

Income taxes can negatively impact your estate plan

https://www.ubt.com/learning-center/blogs/income-taxes-can-negatively-impact-your-estate-plan
Don’t forget to take income taxes into consideration when planning your estate.
Read More
  • Personal
  • Estate Planning
  • Retirement
  • Taxes
10/24/2025

Stop procrastinating and get to work on your estate plan

https://www.ubt.com/learning-center/blogs/stop-procrastinating-and-get-work-your-estate-plan
Estate planning is often delayed due to discomfort, complexity, or misconceptions—yet avoiding it risks legal issues and unintended asset distribution.
Read More
  • Managing Your Money
  • Retirement
  • Taxes
9/22/2023

An art collection is a special asset to account for in an estate plan

https://www.ubt.com/learning-center/blogs/art-collection-special-asset-account-estate-plan
You have a few choices to accommodate your art collection in your estate plan. Learn about three options here.
Read More
  • Personal
  • Estate Planning

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