1/9/2023 Run the numbers before donating appreciated assets to charity https://www.ubt.com/learning-center/blogs/run-numbers-donating-appreciated-assets-charity If you’re considering donating appreciated assets to charity, your adjusted gross income may come into play. Read More PersonalEstate PlanningEstate Planning
1/13/2023 A single parent’s estate plan should address specific circumstances https://www.ubt.com/learning-center/blogs/single-parents-estate-plan-should-address-specific-circumstances If you’re a single parent, does your estate plan adequately address the care of your minor children should you become incapacitated or die suddenly? Read More PersonalEstate PlanningEstate Planning
2/7/2023 Is your revocable trust fully funded? https://www.ubt.com/learning-center/blogs/your-revocable-trust-fully-funded Want to avoid probate? Ensure your revocable trust is fully funded. Read More PersonalEstate PlanningTrusts
7/21/2023 You’ve been asked to serve as executor, now what? https://www.ubt.com/learning-center/blogs/youve-been-asked-serve-executor-now-what A loved one or close friend may ask you to be the executor of his or her estate. Before you give an answer, consider these questions. Read More PersonalEstate Planning
10/11/2024 What are the duties of an executor? https://www.ubt.com/learning-center/blogs/what-are-duties-executor The right person to choose as your executor may not be the loved one you have in mind. Read More PersonalEstate Planning
2/2/2026 Legislative updates to health benefit accounts https://www.ubt.com/learning-center/blogs/legislative-updates-health-benefit-accounts HSAFSAHealth Benefits
3/30/2022 Do COBRA laws apply to your EAP? https://www.ubt.com/learning-center/blogs/do-cobra-laws-apply-your-eap An EAP is subject to COBRA rules if it meets the definition of a group health plan. Read More BusinessRunning a BusinessHealth BenefitsEmployee Benefits
6/27/2022 Building from the Ground Up https://www.ubt.com/neighbor/building-ground RJ Vernon, owner of Vernco Roofing, has formed a close friendship with his banker, Jan Sheridan of Union Bank & Trust. Read More Personal
1/26/2022 Kari Morgan https://www.ubt.com/about/directory/kari-morgan BusinessHealth Benefits Specialist
3/8/2022 Laura Lyons https://www.ubt.com/about/directory/laura-lyons BusinessHealth Benefits Specialist