4/26/2022 Understanding the terms of healthcare directives https://www.ubt.com/learning-center/blogs/understanding-terms-healthcare-directives Without an advance health care directive, your estate plan is incomplete. Read More Estate PlanningPersonal Trust
3/30/2022 Do COBRA laws apply to your EAP? https://www.ubt.com/learning-center/blogs/do-cobra-laws-apply-your-eap An EAP is subject to COBRA rules if it meets the definition of a group health plan. Read More BusinessRunning a BusinessHealth BenefitsEmployee Benefits
9/7/2017 Estate Tax Relief for Family Businesses https://www.ubt.com/learning-center/guides/estate-tax-relief-family-businesses As you plan your estate, consider whether your family will be eligible to defer estate taxes. Read More PersonalEstate PlanningRunning a BusinessEstate PlanningEstate Administration
8/27/2019 401k & 403b https://www.ubt.com/personal/investments/401k-403b The login page for individuals who participate in a UBT administered 401k or 403b plan offered through their employer. Read More PersonalRetirement Plans
10/9/2019 Ready for Retirement Checklist https://www.ubt.com/learning-center/guides/ready-retirement-checklist Congratulations! Now that you have reached, or are nearing the milestone of retirement, planning for your future doesn't end. Read More PersonalIn Retirement
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
