11/30/2023 Naming a guardian is critical for parents of young children https://www.ubt.com/learning-center/blogs/naming-guardian-critical-parents-young-children Choosing a guardian for your young children is one of the most important estate planning decisions you must make. Read More PersonalEstate Planning
11/8/2021 Do you have a will? https://www.ubt.com/learning-center/blogs/do-you-have-will It's important to set up a will when estate planning, even if you already have a revocable, or "living", trust. Read More PersonalEstate Planning
2/15/2024 Is it time to review your beneficiary designations? https://www.ubt.com/learning-center/blogs/it-time-review-your-beneficiary-designations To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary designations. Read More PersonalEstate Planning
10/9/2019 Approaching Retirement Checklist https://www.ubt.com/learning-center/guides/approaching-retirement-checklist Your 50s and 60s are an empowering time — and a time of transition. Here's how to best plan for your upcoming retirement. Read More PersonalApproaching Retirement
8/18/2023 Avoiding probate: How to do it (and why) https://www.ubt.com/learning-center/blogs/avoiding-probate-how-do-it-and-why Because of probate’s public nature, avoiding the process to the extent possible is a goal of many estate plans. Here are some strategies. Read More PersonalEstate Planning