10/29/2024 Fund transfers made easy through UBTgo https://www.ubt.com/learning-center/guides/fund-transfers-made-easy-through-ubtgo Check out this guide for how to set up one-time or recurring transfers in UBTgo Read More PersonalManaging Your MoneyUBTgo
3/10/2023 Enacting a spendthrift trust can be beneficial to your loved ones https://www.ubt.com/learning-center/blogs/enacting-spendthrift-trust-can-be-beneficial-your-loved-ones Despite its name, the purpose of a spendthrift trust isn’t just to protect profligate heirs from themselves. Read More PersonalEstate PlanningTrusts
11/19/2020 Four specific trusts eligible to hold S-corp stock https://www.ubt.com/learning-center/blogs/four-specific-trusts-eligible-hold-s-corp-stock S corporations must comply with several strict requirements to keep their tax-advantaged status. Here's a look at 4 eligible trust types to own S-corp stock... Read More BusinessEstate PlanningRunning a BusinessTrustsEstate Management
1/22/2025 Meet the makers at UBT’s makers markets https://www.ubt.com/learning-center/blogs/meet-makers Meet the makers showcased at the UBT Second Saturdays Makers Market! Read More Community Commitment
10/19/2023 10 ways to teach kids about money management https://www.ubt.com/learning-center/blogs/10-ways-teach-kids-about-money-management We put together 10 tips to help you help your offspring save, spend, and allocate funds wisely. Read More PersonalManaging Your MoneyBanking 101
