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
4/2/2025 Understanding account roles: Owner, signer, and power of attorney https://www.ubt.com/learning-center/blogs/understanding-account-roles-owner-signer-and-power-attorney Navigating the roles of owner, signer, and power of attorney (POA) is an important step in managing financial accounts with confidence. Read More PersonalManaging Your Money
3/30/2023 Life changes? Update your estate plan https://www.ubt.com/learning-center/blogs/life-changes-update-your-estate-plan Your estate plan shouldn’t be a static document — it needs to change as your life changes. Read More PersonalRetirementEstate PlanningEstate ManagementIn Retirement
9/14/2023 Vision Insurance https://www.ubt.com/careers/insurance-benefits/vision-insurance-summary Personal
