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In September, UBT’s Journey team hosted the third run of our popular Smarter in September series.

If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate.

Reduce your taxable estate by making annual gift tax exclusion gifts.

A key estate planning step: Inform your family that you have an estate plan and where to locate the documents.

Few things can upend an estate plan like unplanned long-term care expenses. Here are ways to fund those expenses.

There may be several estate planning terms that are foreign to you. Here’s a glossary of terms for reference.

Are you being pulled between the pressing needs of your elderly parents and your own children? Welcome to the “sandwich generation.”

The term “probate” is one people may have heard and might associate with negative connotations. Here are the facts.

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.