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8/24/2016

CDARS

https://www.ubt.com/learning-center/videos/cdars

When you place a large deposit with us, we place your funds, through CDARS into certificates of deposit issued by other financial institutions in the network.

Personal
Managing Your Money

2/5/2024

How to protect yourself from tax return identity theft

https://www.ubt.com/learning-center/guides/how-protect-yourself-tax-return-identity-theft

Consider filing your taxes as soon as you can to protect yourself from tax refund fraud.

Personal
Fraud Prevention
Taxes

1/23/2023

Charitable tax deductions and IRS rules

https://www.ubt.com/learning-center/blogs/charitable-tax-deductions-and-irs-rules

Making lifetime charitable donations can help achieve reducing your taxable estate amount.

Personal
Estate Planning
Charitable Gift Planning
Taxes

11/18/2019

Power of Attorney Abuse: What to Do?

https://www.ubt.com/learning-center/guides/power-attorney-abuse-what-do

A financial power of attorney — sometimes called a “power of attorney for property” or a “general power of attorney” — can be a valuable estate planning tool.