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Showing 91-100 of 384
5/21/2025

Sharing your estate plan’s details with family has pros and cons

https://www.ubt.com/learning-center/blogs/sharing-your-estate-plans-details-family-has-pros-and-cons
There are many factors to consider when deciding whether to divulge the details of your estate plan to family members.
Read More
  • Personal
  • Estate Planning
3/6/2023

To file or not to file a gift tax return, that is the question

https://www.ubt.com/learning-center/blogs/file-or-not-file-gift-tax-return-question
Knowing when a gift tax return must be filed can keep you on the right side of the IRS.
Read More
  • Personal
  • Estate Planning
  • Retirement
9/22/2023

An art collection is a special asset to account for in an estate plan

https://www.ubt.com/learning-center/blogs/art-collection-special-asset-account-estate-plan
You have a few choices to accommodate your art collection in your estate plan. Learn about three options here.
Read More
  • Personal
  • Estate Planning
5/1/2024

What are your options to fund long-term care expenses?

https://www.ubt.com/learning-center/blogs/what-are-your-options-fund-long-term-care-expenses
Few things can upend an estate plan like unplanned long-term care expenses. Here are ways to fund those expenses.
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  • Personal
  • Estate Planning
7/21/2023

Ease the burden of being a member of the Sandwich Generation with these action steps

https://www.ubt.com/learning-center/blogs/ease-burden-being-member-sandwich-generation-these-action-steps
Are you being pulled between the pressing needs of your elderly parents and your own children? Welcome to the “sandwich generation.”
Read More
  • Personal
  • Estate Planning
1/12/2026

Pairing a living trust with a pour-over will can help cover all your assets

https://www.ubt.com/learning-center/blogs/pairing-living-trust-pour-over-will-can-help-cover-all-your-assets
Pairing a living trust with a pour-over will can help wrangle any loose assets that you purposely (or inadvertently) didn’t transfer to the living trust.
Read More
  • Personal
  • Estate Planning
10/8/2019

Community Commitment

https://www.ubt.com/about/community-commitment
UBT's board of directors has established an annual share of earnings for contributions back into the community.
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  • Personal
  • Community Commitment
9/30/2019

Merchant Card Services

https://www.ubt.com/business/treasury-management/merchant-card-services
Get payment faster and reduce liability by accepting credit and debit cards with UBT's merchant card services.
Read More
  • Business
  • Business Banking
7/29/2025

How to make debit card controls work for you

https://www.ubt.com/learning-center/blogs/how-make-debit-card-controls-work-you
We've made managing your debit card even easier!
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  • Personal
  • UBTgo
  • Debit Card
4/13/2022

What estate planning strategies are available for non-U.S. citizens?

https://www.ubt.com/learning-center/blogs/what-estate-planning-strategies-are-available-non-us-citizens
Estate tax planning can get complicated if you or your spouse is a nonresident alien.
Read More
  • Personal
  • Estate Planning
  • Personal Trust

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