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Showing 291-300 of 979
4/5/2023

An estate planning “road map” can act as a catchall for your final thoughts

https://www.ubt.com/learning-center/blogs/estate-planning-road-map-can-act-catchall-your-final-thoughts
Do your loved ones a favor by creating a “road map” to your estate plan.
Read More
  • Personal
  • Estate Planning
11/2/2023

The importance of investing for women

https://www.ubt.com/learning-center/blogs/importance-investing-women
The facts about women and investing are intriguing, and they show that women are taking a more active role in securing their financial destinies.
Read More
  • Personal
  • Investing
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
  • Personal
  • Estate Planning
9/9/2024

Filing a joint tax return for the year of a spouse’s death can be beneficial

https://www.ubt.com/learning-center/blogs/filing-joint-tax-return-year-spouses-death-can-be-beneficial
Whether it’s tax-smart to file a joint income tax return the year of a spouse’s death depends on several factors.
Read More
  • Personal
  • Estate Planning
9/19/2019

Overdraft Privilege

https://www.ubt.com/overdraft-privilege
Overdraft Privilege is a discretionary service automatically available to customers who maintain their checking account in good standing.
Read More
  • Personal
9/1/2023

First-Time Homebuyer’s Guide

https://www.ubt.com/learning-center/guides/first-time-homebuyers-guide
Before you buy a home, it’s important to determine what you can afford. You’ll be responsible for the monthly mortgage payments, plus home insurance.
Read More
  • Personal
  • Owning a Home
  • Mortgages
8/14/2019

Home Loans

https://www.ubt.com/personal/home-loans
Loans for buying, building, or improving your home.
Read More
  • Personal
  • Mortgages
8/3/2022

When should you get a business checking account?

https://www.ubt.com/learning-center/blogs/when-should-you-get-business-checking-account
So many new business owners contemplate whether it’s necessary to keep funds in a standalone business account when just starting out. Learn more on this topic.
Read More
  • Personal
  • Running a Business
  • Small Business
5/19/2025

Smart uses for graduation money

https://www.ubt.com/learning-center/blogs/smart-uses-graduation-money
From savings to knocking down debt, there are lots of smart ways to put your graduation money to work.
Read More
  • Personal
  • Managing Your Money
  • Early Years
1/23/2023

Charitable tax deductions and IRS rules

https://www.ubt.com/learning-center/blogs/charitable-tax-deductions-and-irs-rules
Making lifetime charitable donations can help achieve reducing your taxable estate amount.
Read More
  • Personal
  • Estate Planning
  • Charitable Gift Planning
  • Taxes

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