9/24/2019 FSA Forms https://www.ubt.com/fsa-forms Use these forms to manage your FSA through your employer sponsored plan. Read More PersonalOmnifyFSA
1/27/2025 COBRA: More than a right, it’s a requirement https://www.ubt.com/learning-center/blogs/cobra-more-right-its-requirement The IRS estimates that approximately 90% of employer-administered COBRA plan aren’t compliant with federal law. That’s where Omnify comes in. Read More PersonalOmnifySmall Business
5/21/2025 Incentive trusts: Use them to pass your wealth and values on to beneficiaries https://www.ubt.com/learning-center/blogs/incentive-trusts-use-them-pass-your-wealth-and-values-beneficiaries Consider adding an incentive trust to your estate plan if you want to share your assets and values with your loved ones. Read More PersonalEstate Planning
3/14/2025 Taking the long view of long-term care insurance https://www.ubt.com/learning-center/blogs/taking-long-view-long-term-care-insurance Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs. Read More PersonalRetirement