4/22/2024 Opening a business account https://www.ubt.com/learning-center/guides/opening-business-account Everything you need to know about opening an account for your business. Read More BusinessRunning a Business
11/19/2025 A special connection to Union Bank Place https://www.ubt.com/neighbor/special-connection-to-union-bank-place Carolyn Shuerman worked at NBC the year they moved into the ionic I.M. Pei building on 13th and O Street in 1976. Read more about her experience. Read More PersonalJourneyCommunity Commitment
8/6/2019 Estate Planning https://www.ubt.com/learning-center/estate-planning Set your family up for success after you're gone by creating an estate plan. Our Personal Trust have curated the best resources for estate planning. Read More PersonalEstate Management
3/11/2024 Revitalize your finances: A spring cleaning guide from UBT https://www.ubt.com/learning-center/blogs/revitalize-your-finances-spring-cleaning-guide-ubt Spring is a time to start fresh. Like our living spaces, our finances could use some tidying up, too. Read More PersonalBudgeting
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
6/21/2022 4 estate planning documents your college-aged child should have https://www.ubt.com/learning-center/blogs/4-estate-planning-documents-your-college-aged-child-should-have If you’re preparing to send your child to college this fall, now is the right time to create a basic estate plan with the help of an advisor. Read More PersonalEstate Planning
6/27/2022 Building from the Ground Up https://www.ubt.com/neighbor/building-ground RJ Vernon, owner of Vernco Roofing, has formed a close friendship with his banker, Jan Sheridan of Union Bank & Trust. Read More Personal
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 PersonalEstate Planning
