4/25/2025 It feels good to be your choice https://www.ubt.com/learning-center/blogs/it-feels-good-be-your-choice UBT is Lincoln's Choice for best bank, best customer service, best financial planner, and best place to work. Thank you to the Lincoln, Nebraska community. Read More Community CommitmentCommunity Commitment
3/6/2023 To file or not to file a gift tax return, that is the question https://www.ubt.com/learning-center/blogs/file-or-not-file-gift-tax-return-question Knowing when a gift tax return must be filed can keep you on the right side of the IRS. Read More PersonalEstate PlanningRetirement
11/12/2024 Year end is gift-giving time: Use the annual gift tax exclusion to the max https://www.ubt.com/learning-center/blogs/year-end-gift-giving-time-use-annual-gift-tax-exclusion-max Reduce your taxable estate by making annual gift tax exclusion gifts. Read More PersonalEstate Planning
5/22/2025 Stepped-up basis rules can ease the income tax bite of an inheritance https://www.ubt.com/learning-center/blogs/stepped-basis-rules-can-ease-income-tax-bite-inheritance Understanding the stepped-up basis rules is beneficial for family members who inherit your assets. Read More PersonalEstate Planning
4/16/2025 UBT Financial Wellness Video Series - Budgeting https://www.ubt.com/learning-center/videos/ubt-financial-wellness-video-series-budgeting Learn the basics of how to budget with this short video Read More Personal
9/25/2019 Stacy Gutschenritter https://www.ubt.com/about/directory/stacy-gutschenritter Industry experience since 2004. Visit Stacy at 1801 Pine Lake Rd. Read More BusinessRetirement Plans (Business)Retirement Plans
10/8/2019 Early Years Checklist https://www.ubt.com/learning-center/guides/early-years-checklist Personal
12/13/2023 Retirement Chat: Account Security https://www.ubt.com/learning-center/podcasts/retirement-chat-account-security Caitlin sits down with Kristy, VP of Client Services here at UBT to discuss account security and the ability to have someone act on your behalf. Read More PersonalRetirement