5/21/2025 Sharing your estate plan’s details with family has pros and cons https://www.ubt.com/learning-center/blogs/sharing-your-estate-plans-details-family-has-pros-and-cons There are many factors to consider when deciding whether to divulge the details of your estate plan to family members. Read More PersonalEstate Planning
3/6/2023 To file or not to file a gift tax return, that is the question https://www.ubt.com/learning-center/blogs/file-or-not-file-gift-tax-return-question Knowing when a gift tax return must be filed can keep you on the right side of the IRS. Read More PersonalEstate PlanningRetirement
9/22/2023 An art collection is a special asset to account for in an estate plan https://www.ubt.com/learning-center/blogs/art-collection-special-asset-account-estate-plan You have a few choices to accommodate your art collection in your estate plan. Learn about three options here. Read More PersonalEstate Planning
7/21/2023 Ease the burden of being a member of the Sandwich Generation with these action steps https://www.ubt.com/learning-center/blogs/ease-burden-being-member-sandwich-generation-these-action-steps Are you being pulled between the pressing needs of your elderly parents and your own children? Welcome to the “sandwich generation.” Read More PersonalEstate Planning
4/13/2022 What estate planning strategies are available for non-U.S. citizens? https://www.ubt.com/learning-center/blogs/what-estate-planning-strategies-are-available-non-us-citizens Estate tax planning can get complicated if you or your spouse is a nonresident alien. Read More PersonalEstate PlanningPersonal Trust
8/26/2021 A tenancy-in-common interest can ease distribution of real estate https://www.ubt.com/learning-center/blogs/tenancy-common-interest-can-ease-distribution-real-estate Tenancy-in-common (TIC) ownership is useful for estate planning if you own a significant amount of real estate. Read More PersonalEstate PlanningCommercial Real Estate
11/29/2021 Converting a traditional IRA to a Roth IRA can benefit your retirement and estate plans https://www.ubt.com/learning-center/blogs/converting-traditional-ira-roth-ira-can-benefit-your-retirement-and-estate Changing your traditional IRA to a Roth IRA can make a significant impact on your and estate planning and retirement plans. Read More PersonalEstate PlanningRetirement
4/17/2023 How often should you review your estate plan? https://www.ubt.com/learning-center/blogs/how-often-should-you-review-your-estate-plan As year end approaches, it’s a good time to review your estate plan. Here’s what to consider. Read More PersonalEstate Planning
6/22/2020 Business succession as part of your estate plan https://www.ubt.com/learning-center/blogs/business-succession-part-your-estate-plan By starting early and planning carefully, however, it’s possible to resolve estate planning conflicts and transfer business in a tax-efficient manner. Read More BusinessEstate PlanningEstate PlanningEstate AdministrationSmall Business
5/18/2023 Tips for small business cash flow management https://www.ubt.com/learning-center/blogs/tips-small-business-cash-flow-management Managing cash flow is an important part of running any successful business. This article lays out some key tips. Read More BusinessRunning a BusinessSmall BusinessTreasury Management