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Showing 831-840 of 1042
9/9/2024

Filing a joint tax return for the year of a spouse’s death can be beneficial

https://www.ubt.com/learning-center/blogs/filing-joint-tax-return-year-spouses-death-can-be-beneficial
Whether it’s tax-smart to file a joint income tax return the year of a spouse’s death depends on several factors.
Read More
  • Personal
  • Estate Planning
10/1/2024

IRS issues guidance for student loan matching contributions

https://www.ubt.com/learning-center/blogs/irs-issues-guidance-student-loan-matching-contributions
An update on Notice 2024-63, which provides guidance to employers looking to match student loan contributions.
Read More
  • Business
  • Retirement
  • Retirement Plan Sponsor
10/8/2024

Magic Moments Nomination Form Not Yet Available

https://www.ubt.com/magic-moments-nomination-form-not-yet-available
The Magic Moments Nomination form is net available. Check back later!
Read More
  • Personal
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
  • Personal
  • Estate Planning
10/11/2024

Steve Schaffer

https://www.ubt.com/about/directory/steve-schaffer
  • Business
  • Commercial Lending
10/18/2024

Taking the mystery out of the probate process

https://www.ubt.com/learning-center/blogs/taking-mystery-out-probate-process
The term “probate” is one people may have heard and might associate with negative connotations. Here are the facts.
Read More
  • Personal
  • Estate Planning
11/12/2024

Unpacking insurance: What you really need and why it matters

https://www.ubt.com/learning-center/blogs/unpacking-insurance-what-you-really-need-and-why-it-matters
By understanding what types of insurance are essential for you and which ones are optional, you can make informed decisions that fit your budget and lifestyle.
Read More
  • Personal
  • Managing Your Money
10/28/2024

Shop the Blocks Social Media Ticket Giveaway

https://www.ubt.com/shop-blocks-social-media-ticket-giveaway
The disclosure for the Shop the Blocks ticket giveaway.
Read More
  • Personal
10/30/2024

Marci De Los Santos

https://www.ubt.com/about/directory/marci-de-los-santos
  • Business
  • Health Benefits Specialist
10/30/2024

Christina Chadd

https://www.ubt.com/about/directory/christina-chadd
  • Business
  • Health Benefits Specialist

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