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11/10/2022

Sarah Endacott

https://www.ubt.com/about/directory/sarah-endacott

Personal
Personal Trust
Trust Professional
Wealth Management

5/2/2023

How to save when saving is hard

https://www.ubt.com/learning-center/blogs/how-save-when-saving-hard

Check out these tips for how to save money and budget when you're living paycheck to paycheck.

Managing Your Money
Budgeting

11/21/2022

Annual gift tax exclusion amount increases for 2023

https://www.ubt.com/learning-center/blogs/annual-gift-tax-exclusion-amount-increases-2023

If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate.

Personal
Estate Planning

11/29/2022

Why certificates of deposit (CDs) make sense

https://www.ubt.com/learning-center/blogs/why-certificates-deposit-cds-make-sense

What exactly is a certificate of deposit and when does it make sense for you to open one? Find out here.

Managing Your Money
Savings
CDs
Financial Literacy
Banking 101

8/6/2019

Estate Planning

https://www.ubt.com/learning-center/estate-planning

Set your family up for success after you're gone by creating an estate plan. Our Personal Trust have curated the best resources for estate planning.

Personal
Estate Management

12/6/2022

Magic Moments: The Clay Family

https://www.ubt.com/magic-moments-clay-family

People always asked me how do I do all of this with 5 children? I say I don’t have a choice and keeping praying. – Iyonna Clay

Personal
Community Commitment

12/6/2022

Magic Moments: The Akridge Family

https://www.ubt.com/magic-moments-akridge-family

Levi, who had been sick off and on all year, was diagnosed with T-cell Lymphoblastic form of Lymphoma in March.

Personal
Community Commitment

12/7/2022

Magic Moments: The Peterson Family

https://www.ubt.com/magic-moments-peterson-family

Medical bills are mounting, and the prospect of having much of a holiday celebration looks bleak for the Peterson family.

Personal
Community Commitment

12/8/2022

Magic Moments: The Lamborn Family

https://www.ubt.com/magic-moments-lamborn-family

Jordann Lamborn is a single mom of three girls, one of which was recently diagnosed with a brain tumor.

Personal
Community Commitment

12/9/2022

Magic Moments: The Roberts Family

https://www.ubt.com/magic-moments-roberts-family

4-year-old Micah doesn't let being wheelchair-bound slow down his contagious energy thanks to help from his dad and grandma.

Personal
Community Commitment