4/24/2023 Avoiding challenges to your estate plan https://www.ubt.com/learning-center/blogs/avoiding-challenges-your-estate-plan Take these action steps now to minimize the chance of a will contest and increase the chance of family harmony after your death. Read More PersonalEstate Planning
11/3/2023 Two estate planning documents working in tandem: A living trust and a pour-over will https://www.ubt.com/learning-center/blogs/two-estate-planning-documents-working-tandem-living-trust-and-pour-over-will When planning your estate, pairing a pour-over will with a living trust can act as a backstop for certain wayward assets. Read More PersonalEstate Planning
11/12/2024 Year end is gift-giving time: Use the annual gift tax exclusion to the max https://www.ubt.com/learning-center/blogs/year-end-gift-giving-time-use-annual-gift-tax-exclusion-max Reduce your taxable estate by making annual gift tax exclusion gifts. Read More PersonalEstate Planning
5/19/2023 You’ve received a sizable inheritance: Now what? https://www.ubt.com/learning-center/blogs/youve-received-sizable-inheritance-now-what For many, receiving a large inheritance is a dream come true. If a loved one leaves you a large amount of money, take a deep breath and review these steps. Read More PersonalEstate Planning
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
10/9/2019 Fake Check and Wire Transfer Scam Prevention Tips https://www.ubt.com/learning-center/blogs/fake-check-and-wire-transfer-scam-prevention-tips Here are some tips for keeping your money safe Read More PersonalFraud PreventionFraud
12/30/2022 Credit Cards https://www.ubt.com/personal/credit-cards Add a UBT credit card to your wallet and start earning with our Rewards, Signature Rewards and Secure card options. Read More PersonalCredit Card
3/4/2022 Clarity counts when it comes to estate planning documents https://www.ubt.com/learning-center/blogs/clarity-counts-when-it-comes-estate-planning-documents Ambiguous language in your estate plan may lead to family disputes after your death. Read More Estate PlanningPersonal Trust
2/4/2025 Maximizing your money: The power of HSA accounts https://www.ubt.com/learning-center/blogs/maximizing-your-money-power-hsa-accounts A health savings account can positively affect an estate plan because its funds grow on a tax-deferred basis, potentially building wealth for heirs. Read More PersonalEstate PlanningHSA
11/8/2021 Do you have a will? https://www.ubt.com/learning-center/blogs/do-you-have-will It's important to set up a will when estate planning, even if you already have a revocable, or "living", trust. Read More PersonalEstate Planning