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
10/28/2025 Should a living trust be part of your estate plan? https://www.ubt.com/learning-center/blogs/should-living-trust-be-part-your-estate-plan A living trust helps manage assets during life and after death—offering key benefits for individuals and families planning their estate. Read More PersonalRetirement
10/9/2019 Online Romance Imposter Scams https://www.ubt.com/learning-center/videos/online-romance-imposter-scams Imposters promise romance to users of online dating sites to trick them into sending money. Read More PersonalFraud PreventionScams
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
11/29/2021 Converting a traditional IRA to a Roth IRA can benefit your retirement and estate plans https://www.ubt.com/learning-center/blogs/converting-traditional-ira-roth-ira-can-benefit-your-retirement-and-estate Changing your traditional IRA to a Roth IRA can make a significant impact on your and estate planning and retirement plans. Read More PersonalEstate PlanningRetirement
