3/7/2022 The hidden costs of pet ownership https://www.ubt.com/learning-center/blogs/hidden-costs-pet-ownership Adding a furry friend to the family is wonderful, but also expensive. Take a look at just how much it might cost you. Read More PersonalManaging Your MoneyPets
3/23/2022 A beneficiary designation or joint title can override your will https://www.ubt.com/learning-center/blogs/beneficiary-designation-or-joint-title-can-override-your-will Your beneficiary designations and jointly held assets can wreak havoc if you don’t coordinate them carefully with the rest of your estate plan. Read More PersonalEstate Planning
3/30/2022 Do COBRA laws apply to your EAP? https://www.ubt.com/learning-center/blogs/do-cobra-laws-apply-your-eap An EAP is subject to COBRA rules if it meets the definition of a group health plan. Read More BusinessRunning a BusinessHealth BenefitsEmployee Benefits
4/13/2022 What estate planning strategies are available for non-U.S. citizens? https://www.ubt.com/learning-center/blogs/what-estate-planning-strategies-are-available-non-us-citizens Estate tax planning can get complicated if you or your spouse is a nonresident alien. Read More PersonalEstate PlanningPersonal Trust
4/12/2023 Why Millennials Need Wills: Worst-Case Scenarios https://www.ubt.com/learning-center/podcasts/why-millennials-need-wills-worst-case-scenarios Don't wait until it's too late. Our experts make the case for Gen Zs and millenials to start making their wills and other arrangements now. Read More PersonalManaging Your MoneyMoneyBetter
4/21/2022 Jason Brett https://www.ubt.com/about/directory/jason-brett Transportation Fleet FinancingEquipment
4/26/2022 Understanding the terms of healthcare directives https://www.ubt.com/learning-center/blogs/understanding-terms-healthcare-directives Without an advance health care directive, your estate plan is incomplete. Read More Estate PlanningPersonal Trust
