4/26/2022 Understanding the terms of healthcare directives https://www.ubt.com/learning-center/blogs/understanding-terms-healthcare-directives Without an advance health care directive, your estate plan is incomplete. Read More Estate PlanningPersonal Trust
1/6/2025 Accounting for inflation in your retirement plan https://www.ubt.com/learning-center/blogs/accounting-inflation-your-retirement-plan There are many things to think about when planning for your retirement. Make sure accounting for inflation is one of them. Read More PersonalRetirement
9/20/2021 Omnify Employee Benefits Testimonials https://www.ubt.com/business/employee-benefits/omnify-employee-benefits/testimonials See what current clients of Omnify Health Benefits have to say about the service. Read More Business
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
12/9/2022 What’s the difference between a springing and a nonspringing power of attorney? https://www.ubt.com/learning-center/blogs/whats-difference-between-springing-and-nonspringing-power-attorney A power of attorney can come in the form of “springing” or “nonspringing.” Learn about their differences. Read More PersonalEstate Planning
12/21/2022 In your own words: A letter of instruction complements a will https://www.ubt.com/learning-center/blogs/your-own-words-letter-instruction-complements-will A letter of instruction can offer peace of mind to your family members during a time of emotional turmoil. But what should you address in your letter? Read More Estate Planning
11/17/2021 Inflation in today’s economy https://www.ubt.com/learning-center/blogs/inflation-todays-economy Prices rose by 0.9% in October and 6.2% over the past 12 months, the highest level since 1990. Read More PersonalInvesting
1/29/2024 Supplementing and diversifying with an IRA https://www.ubt.com/learning-center/blogs/supplementing-and-diversifying-ira Did you know it’s a money power play to add a separate personal IRA to your retirement savings to supplement and diversify your holdings? Click to learn more. Read More PersonalRetirement
2/15/2024 Is it time to review your beneficiary designations? https://www.ubt.com/learning-center/blogs/it-time-review-your-beneficiary-designations To better ensure your estate plan works as you intend it to, periodically review (and if necessary revise) your beneficiary designations. Read More PersonalEstate Planning
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
