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6/21/2022

4 estate planning documents your college-aged child should have

https://www.ubt.com/learning-center/blogs/4-estate-planning-documents-your-college-aged-child-should-have

If you’re preparing to send your child to college this fall, now is the right time to create a basic estate plan with the help of an advisor.

Personal
Estate Planning

6/22/2022

Neighbor

https://www.ubt.com/neighbor

At UBT, we love the communities we serve, and we love building them right along with you. Learn more about what it means to choose a bank that cares.

Personal

7/25/2022

Retirement plans: Why choosing local matters

https://www.ubt.com/learning-center/blogs/retirement-plans-why-choosing-local-matters

When your retirement plan is administered locally, your participants will be calling and chatting with someone who lives and works in the same community.

Business
Retirement
Retirement Plan Sponsor

6/27/2022

In Good Times and In Bad

https://www.ubt.com/neighbor/good-times-and-bad

After a terrible motorcycle accident, Miranda with UBT always made sure the Graham family was well cared for.

Personal

6/27/2022

Building from the Ground Up

https://www.ubt.com/neighbor/building-ground

RJ Vernon, owner of Vernco Roofing, has formed a close friendship with his banker, Jan Sheridan of Union Bank & Trust.

Personal

3/14/2023

Financial focuses for all stages of adulthood

https://www.ubt.com/learning-center/blogs/financial-focuses-all-stages-adulthood

We've complied a handy guide to help you with financial wellness at all ages and stages of life to take the guesswork out of managing your finances.

Personal
Health Benefits
Omnify

1/9/2025

Choosing the right healthcare coverage

https://www.ubt.com/learning-center/blogs/choosing-right-healthcare-coverage

Check out part 1 of our three-part series on how to save money on healthcare.

Personal
Health Benefits
Omnify

2/4/2025

Saving in a cafeteria plan

https://www.ubt.com/learning-center/blogs/saving-cafeteria-plan

Here’s part 2 of our three-part series on how to save money on healthcare.

Personal
Health Benefits
Omnify

6/28/2022

Even more ways to save on healthcare

https://www.ubt.com/learning-center/blogs/even-more-ways-save-healthcare

Check out the final installment of our three-part series on how to save money on healthcare.

Personal
Health Benefits
Omnify

7/6/2022

Omaha Wealth Management

https://www.ubt.com/omaha-wealth-management

UBT’s wealth management team in Omaha can expertly guide you through financial planning, investment management, estate planning, trust management, and more.

Personal
Wealth Management
Estate Planning
Estate Administration
Financial Planning
Personal Trust
Trusts