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 PersonalEstate 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 BusinessRetirementRetirement 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 PersonalEstate Planning
10/11/2024 Steve Schaffer https://www.ubt.com/about/directory/steve-schaffer BusinessCommercial 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 PersonalEstate 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 PersonalManaging 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 BusinessHealth Benefits Specialist
10/30/2024 Christina Chadd https://www.ubt.com/about/directory/christina-chadd BusinessHealth Benefits Specialist