7/19/2021 A fresh look at CRTs, CRATs and CRUTs https://www.ubt.com/learning-center/blogs/fresh-look-crts-crats-and-cruts With charitable remainder trust, or CRT, you can give to a charity close to you while improving cash flow and minimizing taxes. Let's take a look. Read More PersonalEstate PlanningEstate AdministrationEstate ManagementEstate Planning
11/19/2020 Four specific trusts eligible to hold S-corp stock https://www.ubt.com/learning-center/blogs/four-specific-trusts-eligible-hold-s-corp-stock S corporations must comply with several strict requirements to keep their tax-advantaged status. Here's a look at 4 eligible trust types to own S-corp stock... Read More BusinessEstate PlanningRunning a BusinessTrustsEstate Management
12/13/2023 Magic Moments: Rita McClure https://www.ubt.com/magic-moments-rita-mcclure Rita McClure is reliable, everyone knows that, and rain or shine, holiday or no, she shows up, because hunger isn’t a fair-weather problem. Read More PersonalCommunity CommitmentMagic Moments
3/2/2023 Small Business Administration Loans https://www.ubt.com/business/loans-lines-credit/small-business-admin-loans Small Business Administration loans are a great way for small businesses to expand and grow. We have an expert well-versed in the process to help. Read More BusinessSmall BusinessSmall Business LoanBusiness Financing
