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Showing 81-90 of 384
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
  • Personal
  • Estate 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.
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  • Personal
  • Estate 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
  • Personal
  • Estate 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.
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  • Personal
  • Estate 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.
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  • Personal
  • Estate 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
  • Personal
  • Fraud Prevention
  • Fraud
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.
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  • Personal
  • Credit 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 Planning
  • Personal 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.
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  • Personal
  • Estate Planning
  • HSA
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
  • Personal
  • Estate Planning

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