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Our expert gives a rundown on the best times to update the beneficiaries on all your assets and illustrates the importance of adding backup beneficiaries.

Retirement
Trusts

2/28/2022

Owning real estate in more than one state may multiply probate costs

https://www.ubt.com/learning-center/blogs/owning-real-estate-more-one-state-may-multiply-probate-costs

If you own real estate in multiple states, consider using a revocable trust to minimize or avoid excessive probate costs after your death.

Estate Planning
Personal Trust

3/4/2022

Clarity counts when it comes to estate planning documents

https://www.ubt.com/learning-center/blogs/clarity-counts-when-it-comes-estate-planning-documents

Ambiguous language in your estate plan may lead to family disputes after your death.

Estate Planning
Personal Trust

3/14/2022

The best time to take your RMD

https://www.ubt.com/learning-center/blogs/best-time-take-your-rmd

Timing your Required Minimum Distributions (RMDs) just right can be tricky, but it’s important to get it right to maximize your retirement benefits.

Personal
Investing
Retirement

8/6/2019

Blogs

https://www.ubt.com/learning-center/blogs

Personal

3/7/2022

Santana Ticket Giveaway Disclosure

https://www.ubt.com/santana-ticket-giveaway-disclosure

Disclosure for UBT's ticket giveaway to Santana.

Personal

3/7/2022

Dave Vrbas

https://www.ubt.com/about/directory/dave-vrbas

An avid fan of all things pet-related, I moonlight as co-owner of a local dog treat business. This setup affords me the enviable opportunity to meet many of Lincoln's finest four-legged citizens.

Writer