9/28/2022 Ready to close your home loan? Consider the benefits of eClosing https://www.ubt.com/learning-center/blogs/ready-close-your-home-loan-consider-benefits-eclosing eClosing streamlines the home loan process by giving the borrower smart, interactive electronic options for the closing process. Read More PersonalOwning a HomeMortgages
6/6/2022 Estate planning and business succession planning: The lines blur with a family business https://www.ubt.com/learning-center/blogs/estate-planning-and-business-succession-planning-lines-blur-family-business Transferring a family business to the next generation requires a delicate balancing act. Read More PersonalEstate Planning
5/16/2022 Addressing adopted children or stepchildren in your estate plan https://www.ubt.com/learning-center/blogs/addressing-adopted-children-or-stepchildren-your-estate-plan To ensure your desired treatment of adopted children or unadopted stepchildren, you and your spouse or partner must clearly communicate your plans through wills Read More PersonalEstate Planning
10/27/2022 Journey explores Medicare open enrollment readiness https://www.ubt.com/learning-center/blogs/journey-explores-medicare-open-enrollment-readiness Recap of our recent webinar exploring Medicare readiness for open enrollment. Read More PersonalJourney
4/5/2023 An estate planning “road map” can act as a catchall for your final thoughts https://www.ubt.com/learning-center/blogs/estate-planning-road-map-can-act-catchall-your-final-thoughts Do your loved ones a favor by creating a “road map” to your estate plan. Read More PersonalEstate Planning
8/31/2023 Why your company’s retirement plan strategy should include HSAs https://www.ubt.com/learning-center/blogs/why-your-companys-retirement-plan-strategy-should-include-hsas Level up your employees' benefits package by offering a health savings account (HSA) option. Read More BusinessRunning a BusinessOmnifyHSABenefits PackagesRetirement Plan Sponsor
10/11/2024 What are the duties of an executor? https://www.ubt.com/learning-center/blogs/what-are-duties-executor The right person to choose as your executor may not be the loved one you have in mind. Read More PersonalEstate Planning
3/6/2023 Intentional financial wellness: An important aspect of self-care https://www.ubt.com/learning-center/blogs/intentional-financial-wellness-important-aspect-self-care Remember that financial wellness is a core component when attending to your self-care. Read More PersonalManaging Your MoneyBudgeting