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Showing 61-70 of 321
7/21/2023

You’ve been asked to serve as executor, now what?

https://www.ubt.com/learning-center/blogs/youve-been-asked-serve-executor-now-what
A loved one or close friend may ask you to be the executor of his or her estate. Before you give an answer, consider these questions.
Read More
  • Personal
  • Estate Planning
10/11/2024

What are the duties of an executor?

https://www.ubt.com/learning-center/blogs/what-are-duties-executor
The right person to choose as your executor may not be the loved one you have in mind.
Read More
  • Personal
  • Estate Planning
6/6/2022

Estate planning and business succession planning: The lines blur with a family business

https://www.ubt.com/learning-center/blogs/estate-planning-and-business-succession-planning-lines-blur-family-business
Transferring a family business to the next generation requires a delicate balancing act.
Read More
  • Personal
  • Estate Planning
5/16/2022

Addressing adopted children or stepchildren in your estate plan

https://www.ubt.com/learning-center/blogs/addressing-adopted-children-or-stepchildren-your-estate-plan
To ensure your desired treatment of adopted children or unadopted stepchildren, you and your spouse or partner must clearly communicate your plans through wills
Read More
  • Personal
  • Estate Planning
2/21/2025

Do you have the right amount of life insurance coverage?

https://www.ubt.com/learning-center/blogs/do-you-have-right-amount-life-insurance-coverage
Life insurance remains a powerful estate planning tool for providing for your loved ones in the event of your untimely death. Now is the time to reevaluate your
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  • Personal
  • Estate Planning
5/22/2025

Why choosing the right trustee matters

https://www.ubt.com/learning-center/blogs/why-choosing-right-trustee-matters
A trustee administers a trust for its beneficiaries. Look for qualifications like financial expertise, integrity, reliability, and good communication skills.
Read More
  • Personal
  • Estate Planning
1/23/2023

Avoid overpaying taxes on nondeductible IRA contributions

https://www.ubt.com/learning-center/blogs/avoid-overpaying-taxes-nondeductible-ira-contributions
Get clarity on how to file taxes for your investments.
Read More
  • Estate Planning
  • Taxes
3/14/2024

Take care of a loved one who has special needs with a special needs trust

https://www.ubt.com/learning-center/blogs/take-care-loved-one-who-has-special-needs-special-needs-trust
A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules.
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  • Personal
  • Estate Planning
4/5/2023

An estate planning “road map” can act as a catchall for your final thoughts

https://www.ubt.com/learning-center/blogs/estate-planning-road-map-can-act-catchall-your-final-thoughts
Do your loved ones a favor by creating a “road map” to your estate plan.
Read More
  • Personal
  • Estate Planning
4/24/2023

Avoiding challenges to your estate plan

https://www.ubt.com/learning-center/blogs/avoiding-challenges-your-estate-plan
Take these action steps now to minimize the chance of a will contest and increase the chance of family harmony after your death.
Read More
  • Personal
  • Estate Planning

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