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Showing 41-50 of 321
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
  • Personal
  • Estate 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
  • Personal
  • Estate 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
  • Personal
  • Estate 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
  • Personal
  • Loans
  • Personal 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
  • Personal
  • Retirement
  • Estate 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
  • Business
  • Community 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.
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  • Personal
  • Estate 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
  • Personal
  • Estate 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
  • Personal
  • Estate 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
  • Personal
  • Estate Planning

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