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
5/22/2025 Members of the “sandwich generation” face unique estate planning circumstances https://www.ubt.com/learning-center/blogs/members-sandwich-generation-face-unique-estate-planning-circumstances As you age, responsibilities grow. For the sandwich generation, this means raising children and caring for aging parents, impacting your estate plan. Read More PersonalEstate Planning
2/15/2023 Money Foundation https://www.ubt.com/goals/five-principles-financial-wellness/money-foundation Learn more about how to build a strong money foundation. Read More PersonalManaging Your MoneyBudgeting
