4/12/2023 Create a road map for your estate plan https://www.ubt.com/learning-center/guides/create-road-map-your-estate-plan Consider creating a “road map” — an informal letter or other document that guides your family in understanding and executing your will. Read More PersonalRetirementEstate PlanningMid-Career
10/3/2023 SECURE 2.0 brings plan changes in 2024 https://www.ubt.com/learning-center/blogs/secure-20-brings-plan-changes-2024 Check out the provisions to SECURE 2.0 that go into effect in 2024. Read More PersonalRetirement
6/21/2022 4 estate planning documents your college-aged child should have https://www.ubt.com/learning-center/blogs/4-estate-planning-documents-your-college-aged-child-should-have If you’re preparing to send your child to college this fall, now is the right time to create a basic estate plan with the help of an advisor. Read More PersonalEstate Planning
6/6/2022 Estate planning and business succession planning: The lines blur with a family business https://www.ubt.com/learning-center/blogs/estate-planning-and-business-succession-planning-lines-blur-family-business Transferring a family business to the next generation requires a delicate balancing act. Read More PersonalEstate Planning
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. Read More PersonalEstate Planning
