5/22/2025 Members of the “sandwich generation” face unique estate planning circumstances https://www.ubt.com/learning-center/blogs/members-sandwich-generation-face-unique-estate-planning-circumstances As you age, responsibilities grow. For the sandwich generation, this means raising children and caring for aging parents, impacting your estate plan. Read More PersonalEstate Planning
6/26/2024 Collaboration is key for a church expansion plan https://www.ubt.com/learning-center/blogs/collaboration-key-church-expansion-plan UBT's Ryan Coleman discusses all the moving parts that must come together for a church to undergo an expansion or new building project. Read More BusinessRunning a BusinessChurch Loans
3/1/2023 Proactive budgeting: the perks of planning ahead https://www.ubt.com/learning-center/blogs/proactive-budgeting-perks-planning-ahead If you have a working budget, but still find yourself paying last-minute bills you forgot about, let’s talk about proactive budgeting. Read More PersonalManaging Your MoneyFinancial LiteracyBudgeting
9/25/2019 Retirement Plan Rollover https://www.ubt.com/personal/investments/401k-403b/rollover When you make a career move, your retirement fund moves with you. UBT offers accounts for customers wanting to move their money into a non-employer associated Read More PersonalRetirementIRA
5/21/2025 Sharing your estate plan’s details with family has pros and cons https://www.ubt.com/learning-center/blogs/sharing-your-estate-plans-details-family-has-pros-and-cons There are many factors to consider when deciding whether to divulge the details of your estate plan to family members. Read More PersonalEstate Planning
1/13/2023 A single parent’s estate plan should address specific circumstances https://www.ubt.com/learning-center/blogs/single-parents-estate-plan-should-address-specific-circumstances If you’re a single parent, does your estate plan adequately address the care of your minor children should you become incapacitated or die suddenly? Read More PersonalEstate PlanningEstate Planning
11/2/2023 Owning assets jointly with a child may not be the right estate planning strategy https://www.ubt.com/learning-center/blogs/owning-assets-jointly-child-may-not-be-right-estate-planning-strategy Do you own assets jointly with your child or other heir? Learn the pitfalls associated with this estate planning strategy. Read More PersonalEstate Planning
