5/20/2026 How to effectively stop recurring subscription fees https://www.ubt.com/learning-center/blogs/how-effectively-stop-recurring-subscription-fees Freezing your debit card may not be enough to stop subscription fees. Learn the necessary steps to stop a recurring payment with this blog. Read More PersonalManaging Your MoneyDebit Card
3/1/2022 Planned giving: Generosity that lives on https://www.ubt.com/learning-center/blogs/planned-giving-generosity-lives Consider planned giving, also called legacy giving or gift planning, in your estate plan to support your favorite nonprofits. Read More PersonalEstate PlanningCharitable Gift Planning
2/12/2025 The best time to take your RMD https://www.ubt.com/learning-center/blogs/best-time-take-your-rmd Timing your Required Minimum Distributions (RMDs) just right can be tricky, but it’s important to get it right to maximize your retirement benefits. Read More PersonalInvestingRetirement
10/26/2021 Estate planning for the young and affluent can be tricky https://www.ubt.com/learning-center/blogs/estate-planning-young-and-affluent-can-be-tricky Estate planning for young people can be difficult as it's impossible to predict what the estate tax laws will look like decades from now. Here's some tips. Read More PersonalEstate PlanningTrusts
