5/21/2025 Incentive trusts: Use them to pass your wealth and values on to beneficiaries https://www.ubt.com/learning-center/blogs/incentive-trusts-use-them-pass-your-wealth-and-values-beneficiaries Consider adding an incentive trust to your estate plan if you want to share your assets and values with your loved ones. 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
4/20/2023 Estate planning through life's stages https://www.ubt.com/learning-center/blogs/estate-planning-through-lifes-stages Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Learn more from Union Bank & Trust. Read More PersonalEstate Planning
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
