5/1/2024 A living will is an important addition to your overall estate plan https://www.ubt.com/learning-center/blogs/living-will-important-addition-your-overall-estate-plan A living will specifies what should occur and who should make medical decisions if you become seriously ill and unable to make decisions for yourself. Read More PersonalEstate Planning
7/21/2023 What should you consider when choosing a guardian? https://www.ubt.com/learning-center/blogs/what-should-you-consider-when-choosing-guardian Choosing your child’s guardian can be difficult. These steps can help. Read More PersonalEstate 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 PersonalEstate Planning
1/23/2026 What is a Ready Loan? https://www.ubt.com/learning-center/blogs/what-ready-loan An unsecured, low-interest, low-stress, hassle free is one way to solve the “I’ve got to buy something/replace something/fix something right now” conundrum. Read More PersonalLoansPersonal Loans
10/28/2025 Create an estate planning road map using a letter of instruction https://www.ubt.com/learning-center/blogs/create-estate-planning-road-map-using-letter-instruction An estate planning “road map” can act as a catchall for your final thoughts. Write them down in a letter of instruction. Read More PersonalRetirementEstate Planning
7/12/2024 Veterinary visionary: Dr. Courtney Knott’s path to owning her own clinic https://www.ubt.com/learning-center/blogs/veterinary-visionary-dr-courtney-knotts-path-owning-her-own-clinic Omaha Animal Medical Group is Dr. Courtney Knott lifelong dream. UBT has been there for Dr. Knott continuing to help the business thrive. Read More BusinessCommunity Commitment
5/21/2025 Incentive trusts: Use them to pass your wealth and values on to beneficiaries https://www.ubt.com/learning-center/blogs/incentive-trusts-use-them-pass-your-wealth-and-values-beneficiaries Consider adding an incentive trust to your estate plan if you want to share your assets and values with your loved ones. Read More PersonalEstate Planning
5/22/2025 Stepped-up basis rules can ease the income tax bite of an inheritance https://www.ubt.com/learning-center/blogs/stepped-basis-rules-can-ease-income-tax-bite-inheritance Understanding the stepped-up basis rules is beneficial for family members who inherit your assets. Read More PersonalEstate Planning
12/28/2023 Where should you keep your estate planning documents? https://www.ubt.com/learning-center/blogs/where-should-you-keep-your-estate-planning-documents A key estate planning step: Inform your family that you have an estate plan and where to locate the documents. Read More PersonalEstate Planning
5/1/2024 Look it up: A glossary of key estate planning terms https://www.ubt.com/learning-center/blogs/look-it-glossary-key-estate-planning-terms There may be several estate planning terms that are foreign to you. Here’s a glossary of terms for reference. Read More PersonalEstate Planning