11/19/2020 Four specific trusts eligible to hold S-corp stock https://www.ubt.com/learning-center/blogs/four-specific-trusts-eligible-hold-s-corp-stock S corporations must comply with several strict requirements to keep their tax-advantaged status. Here's a look at 4 eligible trust types to own S-corp stock... Read More BusinessEstate PlanningRunning a BusinessTrustsEstate Management
9/23/2025 Smart ways to maximize your CD strategy https://www.ubt.com/learning-center/blogs/smart-ways-maximize-your-cd-strategy CDs aren’t just set-it-and-forget-it. With smart strategies like laddering, you can boost returns without market risk. Save smarter, stay flexible. Read More PersonalManaging Your MoneyCDsInvesting
9/24/2019 Flexible Spending Accounts (FSA) https://www.ubt.com/business/employee-benefits/omnify-health-benefits/flexible-spending-accounts-fsa Flexible Spending Accounts are great for uncovered medical expenses. Read More PersonalFSAHealth BenefitsOmnify
2/7/2023 Is your revocable trust fully funded? https://www.ubt.com/learning-center/blogs/your-revocable-trust-fully-funded Want to avoid probate? Ensure your revocable trust is fully funded. Read More PersonalEstate PlanningTrusts
9/14/2023 Dental Insurance Details https://www.ubt.com/careers/insurance-benefits/dental-insurance/dental-insurance-details Personal
3/10/2023 Enacting a spendthrift trust can be beneficial to your loved ones https://www.ubt.com/learning-center/blogs/enacting-spendthrift-trust-can-be-beneficial-your-loved-ones Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. Read More PersonalEstate PlanningTrusts
10/11/2024 What are the duties of an executor? https://www.ubt.com/learning-center/blogs/what-are-duties-executor The right person to choose as your executor may not be the loved one you have in mind. Read More PersonalEstate Planning
