11/3/2023 Two estate planning documents working in tandem: A living trust and a pour-over will https://www.ubt.com/learning-center/blogs/two-estate-planning-documents-working-tandem-living-trust-and-pour-over-will When planning your estate, pairing a pour-over will with a living trust can act as a backstop for certain wayward assets. Read More PersonalEstate 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 Read More PersonalEstate Planning
10/8/2021 What to look for in a credit card https://www.ubt.com/goals/what-look-credit-card There are some things you’ll want to consider when adding a credit card to your financial toolbox. Let’s take a look. Read More Personal
12/5/2023 Managing a six-figure income https://www.ubt.com/learning-center/blogs/managing-six-figure-income Even six-figure earners can struggle with financial issues. Striking a balance between your new lifestyle and under-control debt can be difficult. Read More PersonalManaging Your MoneyDebtBudgeting
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. 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
10/3/2019 Trust & Estate Adminstration FAQs https://www.ubt.com/learning-center/faq/trust-estate-adminstration-faqs PersonalEstate Planning
