Striking the balance between liquidity and growth is essential for every business or nonprofit.

Consider adding an incentive trust to your estate plan if you want to share your assets and values with your loved ones.

There are many factors to consider when deciding whether to divulge the details of your estate plan to family members.

Understanding the stepped-up basis rules is beneficial for family members who inherit your assets.

Read on for some key reasons we think choosing local is the right move for private banking.

Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Learn more from Union Bank & Trust.

We had a chance to visit with some members of UBT’s Customer Service team who were able to save a customer from losing nearly $100,000 to bad actors.

Knowing when a gift tax return must be filed can keep you on the right side of the IRS.

You have a few choices to accommodate your art collection in your estate plan. Learn about three options here.

While financial planning focuses on the overall management of your finances, investing is a specific strategy within that broader framework.