1/19/2018 Have You Taken State Estate Taxes Into Account? https://www.ubt.com/learning-center/blogs/have-you-taken-state-estate-taxes-account Consider how state estate or inheritance taxes may affect your estate plan. Read More PersonalEstate PlanningPersonal Trust
11/18/2019 Tax Cuts & Jobs Act: How They Affect Estate Planning https://www.ubt.com/learning-center/blogs/tax-cuts-jobs-act-how-they-affect-estate-planning The Tax Cuts and Jobs Act of 2017 (TCJA) is a sweeping revision of the tax code that alters federal law affecting individuals, businesses and estates. Read More PersonalEstate PlanningPersonal Trust
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. Read More PersonalFraud PreventionTaxes
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. Read More PersonalEstate PlanningCharitable Gift PlanningTaxes
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. Read More PersonalEstate PlanningFraud PreventionPersonal Trust
11/19/2019 Learning Center https://www.ubt.com/learning-center Learn more and do more with help from the UBT Learning Center. Read More Personal
11/22/2019 UBT Employment Terms & Conditions https://www.ubt.com/ubt-employment-terms-conditions PersonalCareers
10/24/2023 Magic Moments https://www.ubt.com/magicmoments Magic Moments is UBT's holiday giving program where we select special people in the Lincoln Community deserving of a little extra magic. Read More Personal
11/25/2019 Common 401(k) Mistakes https://www.ubt.com/learning-center/videos/common-401k-mistakes Learn the most common 401(k) mistakes with help from UBT. Read More BusinessRetirement Plan Sponsor