9/13/2019 Samantha Eckhardt https://www.ubt.com/about/directory/samantha-eckhardt PersonalFamily OfficeFinancial PlannerPortfolio ManagerWealth ManagementFinancial PlanningWealth Management
4/29/2026 A special connection to Union Bank Place https://www.ubt.com/learning-center/blogs/special-connection-union-bank-place Carolyn Shuerman worked at NBC the year they moved into the ionic I.M. Pei building on 13th and O Street in 1976. Read more about her experience. Read More PersonalJourneyCommunity Commitment
10/1/2025 2025 Smarter in September: Our virtual series recap https://www.ubt.com/learning-center/blogs/2025-smarter-september-our-virtual-series-recap Revisit our popular Smarter in September series, by UBT's Journey. Read More PersonalJourney
6/28/2022 Even more ways to save on healthcare https://www.ubt.com/learning-center/blogs/even-more-ways-save-healthcare Check out the final installment of our three-part series on how to save money on healthcare. Read More PersonalHealth BenefitsOmnify
11/21/2022 Annual gift tax exclusion amount increases for 2023 https://www.ubt.com/learning-center/blogs/annual-gift-tax-exclusion-amount-increases-2023 If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate. Read More PersonalEstate Planning
3/20/2024 Turning your tax return into seed money https://www.ubt.com/learning-center/blogs/turning-your-tax-return-seed-money If you’ve ever had dreams of business ownership, your tax return might end up being great seed money for a new business venture. Read More BusinessRunning a BusinessSmall BusinessSmall Business Loan
10/18/2024 Taking the mystery out of the probate process https://www.ubt.com/learning-center/blogs/taking-mystery-out-probate-process The term “probate” is one people may have heard and might associate with negative connotations. Here are the facts. Read More PersonalEstate Planning
7/3/2024 Is it time to rebalance your portfolio? https://www.ubt.com/learning-center/blogs/it-time-rebalance-your-portfolio If you’ve never rebalanced your portfolio, or it’s been a while, it might be time to consider taking a look at your portfolio’s assets. Read More PersonalRetirementRetirement Plans