3/14/2024 Take care of a loved one who has special needs with a special needs trust https://www.ubt.com/learning-center/blogs/take-care-loved-one-who-has-special-needs-special-needs-trust A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules. Read More PersonalEstate Planning
11/2/2023 Better together: financial planning and investing https://www.ubt.com/learning-center/blogs/better-together-financial-planning-and-investing While financial planning focuses on the overall management of your finances, investing is a specific strategy within that broader framework. Read More Managing Your MoneyFinancial PlanningWealth ManagementInvesting
10/1/2025 IRS issues final regulations on catch-up contributions https://www.ubt.com/learning-center/blogs/irs-issues-final-regulations-catch-contributions IRS finalizes SECURE 2.0 rules on Roth catch-up contributions for high earners, with key changes and compliance starting in 2026. Read More BusinessRetirement Plan Sponsor
5/19/2026 Signature Guarantee Services https://www.ubt.com/signature-guarantee-services As a current member of the Securities Transfer Agents Medallion Program (STAMP), Union Bank & Trust offers the Medallion Signature Guarantee (MSG) service to ou Read More PersonalSecurity
9/24/2019 Dependent Care FSA https://www.ubt.com/business/employee-benefits/omnify-health-benefits/dependent-care-fsa Providing care for dependent family members while you're at work comes with a long list of costs. A dependent care FSA can help you be ready. Read More PersonalHealth BenefitsOmnifyEmployee Benefits
