10/14/2025 Personal and Auto Loans https://www.ubt.com/learning-center/faq/personal-and-auto-loans PersonalManaging Your MoneyAuto LoansPersonal Loans
10/16/2025 Income taxes can negatively impact your estate plan https://www.ubt.com/learning-center/blogs/income-taxes-can-negatively-impact-your-estate-plan Don’t forget to take income taxes into consideration when planning your estate. Read More PersonalEstate PlanningRetirementTaxes
10/24/2025 Stop procrastinating and get to work on your estate plan https://www.ubt.com/learning-center/blogs/stop-procrastinating-and-get-work-your-estate-plan Estate planning is often delayed due to discomfort, complexity, or misconceptions—yet avoiding it risks legal issues and unintended asset distribution. Read More Managing Your MoneyRetirementTaxes
10/17/2025 Jennifer Lamprecht https://www.ubt.com/about/directory/jennifer-lamprecht Trust ProfessionalWealth Management
11/24/2025 Leveling up your bank accounts after college https://www.ubt.com/learning-center/blogs/leveling-your-bank-accounts-after-college Starting your first job? Upgrade your bank accounts to earn more interest. Learn how UBT makes it easy—online or in person. Read More PersonalManaging Your MoneyBanking 101CheckingSavings
10/28/2025 Should a living trust be part of your estate plan? https://www.ubt.com/learning-center/blogs/should-living-trust-be-part-your-estate-plan A living trust helps manage assets during life and after death—offering key benefits for individuals and families planning their estate. Read More PersonalRetirement
10/28/2025 Does your estate plan include a financial power of attorney? https://www.ubt.com/learning-center/blogs/does-your-estate-plan-include-financial-power-attorney A financial power of attorney ensures your finances are managed smoothly and per your wishes if you become unable to handle them yourself. Read More PersonalRetirementEstate Planning
10/28/2025 Create an estate planning road map using a letter of instruction https://www.ubt.com/learning-center/blogs/create-estate-planning-road-map-using-letter-instruction An estate planning “road map” can act as a catchall for your final thoughts. Write them down in a letter of instruction. Read More PersonalRetirementEstate Planning
11/7/2025 Lines of credit: A handy, flexible tool for small business owners https://www.ubt.com/learning-center/blogs/lines-credit-handy-flexible-tool-small-business-owners Does your business need a reliable, flexible way to pull additional short-term funds? Look no further than a line of credit! Read More PersonalRunning a BusinessSmall BusinessLoans
10/28/2025 Don’t let beneficiary designations thwart your estate plan https://www.ubt.com/learning-center/blogs/dont-let-beneficiary-designations-thwart-your-estate-plan Are you paying proper attention to beneficiary designations for your retirement accounts, life insurance policies and other “nonprobate” assets? Read More PersonalEstate Planning
