4/5/2023 An estate planning “road map” can act as a catchall for your final thoughts https://www.ubt.com/learning-center/blogs/estate-planning-road-map-can-act-catchall-your-final-thoughts Do your loved ones a favor by creating a “road map” to your estate plan. Read More PersonalEstate Planning
11/8/2022 Estate planning vocab 101: Executor and trustee https://www.ubt.com/learning-center/blogs/estate-planning-vocab-101-executor-and-trustee Two key estate planning terms you need to know are “executor” and “trustee.” Read More PersonalEstate PlanningEstate Planning
3/30/2023 Life changes? Update your estate plan https://www.ubt.com/learning-center/blogs/life-changes-update-your-estate-plan Your estate plan shouldn’t be a static document — it needs to change as your life changes. Read More PersonalRetirementEstate PlanningEstate ManagementIn Retirement
12/1/2025 Beware the pitfalls of DIY estate planning https://www.ubt.com/learning-center/blogs/beware-pitfalls-diy-estate-planning Do-it-yourself estate plans can save time and money for those with simple needs. But they may lack the legal precision and guidance to avoid costly mistakes. Read More PersonalEstate Planning
12/28/2023 Where should you keep your estate planning documents? https://www.ubt.com/learning-center/blogs/where-should-you-keep-your-estate-planning-documents A key estate planning step: Inform your family that you have an estate plan and where to locate the documents. Read More PersonalEstate Planning