8/18/2023 Avoiding probate: How to do it (and why) https://www.ubt.com/learning-center/blogs/avoiding-probate-how-do-it-and-why Because of probate’s public nature, avoiding the process to the extent possible is a goal of many estate plans. Here are some strategies. Read More PersonalEstate Planning
12/14/2023 Magic Moments: The Meyer Family https://www.ubt.com/magic-moments-meyer-family On Christmas Day 2022, Cole Meyer suffered a cardiac arrest. The family’s lives were turned upside down in ways that were previously unimaginable. Read More PersonalCommunity CommitmentMagic Moments
2/23/2023 Budget automation: Put your bills on autopilot https://www.ubt.com/learning-center/blogs/budget-automation-put-your-bills-autopilot More advanced budgeters can employ these autopilot tactics and budgeting no-brainers at the outset of the month to do a bit of financial coasting. Read More PersonalManaging Your MoneyBudgeting
4/29/2026 Building a dream: CL Construction https://www.ubt.com/learning-center/blogs/building-dream-cl-construction Starting a company is always a risk. But with UBT’s help, Chris founded three successful endeavors: CL Construction, CL Development, and Cupertino Airlines. Read More Personal
