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In September, UBT’s Journey team hosted the third run of our popular Smarter in September series.

Two key estate planning terms you need to know are “executor” and “trustee.”

If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate.

As you approach your retirement years, take some time to familiarize yourself with RMD, or required minimum distribution.

We had a chance to visit with some members of UBT’s Customer Service team who were able to save a customer from losing nearly $100,000 to bad actors.

If you’ve ever had dreams of business ownership, your tax return might end up being great seed money for a new business venture.

Knowing when a gift tax return must be filed can keep you on the right side of the IRS.

While financial planning focuses on the overall management of your finances, investing is a specific strategy within that broader framework.

A garage sale is a great way to rid yourself of needless things while making a little cash in the process.

When buying a home, it can be confusing to know who pays for what during closing. Our experts have put together a great resource for answering your questions!