4/2/2026 How to save when saving is hard https://www.ubt.com/learning-center/blogs/how-save-when-saving-hard Check out these tips for how to save money and budget when you're living paycheck to paycheck. Read More Managing Your MoneyBudgeting
11/21/2022 Annual gift tax exclusion amount increases for 2023 https://www.ubt.com/learning-center/blogs/annual-gift-tax-exclusion-amount-increases-2023 If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate. Read More PersonalEstate Planning
11/29/2022 Why certificates of deposit (CDs) make sense https://www.ubt.com/learning-center/blogs/why-certificates-deposit-cds-make-sense What exactly is a certificate of deposit and when does it make sense for you to open one? Find out here. Read More Managing Your MoneySavingsCDsFinancial LiteracyBanking 101
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
12/5/2022 UBT Savings Accounts https://www.ubt.com/ubt-savings-accounts Select which savings account you'd like to open with UBT. Read More Personal
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
9/1/2023 What is mortgage underwriting and why does it matter? https://www.ubt.com/learning-center/blogs/what-mortgage-underwriting-and-why-does-it-matter If you’ve ever wondered what underwriting is and why it’s done, we’re here to make it easier to understand. Read More PersonalOwning a HomeMortgages
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
4/8/2024 What is an adjustable-rate mortgage? https://www.ubt.com/learning-center/blogs/what-adjustable-rate-mortgage Fun acronyms notwithstanding, it seems like a lot of heavy lifting is required to understand ARMs when you’re exploring home loan options. Read More PersonalOwning a HomeMortgages
11/4/2021 Brittany Leapley https://www.ubt.com/about/directory/brittany-leapley Consumer Loan SpecialistPersonal Banker
