6/28/2021 Make health care decisions while you’re healthy https://www.ubt.com/learning-center/blogs/make-health-care-decisions-while-youre-healthy Don't wait until it's too late to set up your living will and health care power of attorney. Taking care of them now will help your family uphold your wishes. Read More PersonalEstate PlanningEstate PlanningTrusts
6/29/2021 Starting your dental practice with good leadership https://www.ubt.com/learning-center/blogs/starting-your-dental-practice-good-leadership Getting the leadership team right for your dental practice can steer your business toward long-term success. Read More BusinessRunning a BusinessPrivate Banking
6/29/2021 House and Senate introduce retirement plan legislation https://www.ubt.com/learning-center/blogs/house-and-senate-introduce-retirement-plan-legislation Learn about what the SECURE Act 2.0 may mean for your business's retirement plan Read More BusinessEmployee BenefitsRetirement Plan Sponsor
6/30/2021 Wellness Accounts https://www.ubt.com/business/employee-benefits/omnify-health-benefits/wellness-accounts Business
7/19/2021 Private-owner auto purchases: what to know, what to bring https://www.ubt.com/learning-center/blogs/private-owner-auto-purchases-what-know-what-bring Let's be honest, we don't buy cars all that much so it's easy to forget something when going to purchase a used car. We're here to help you out. Read More Managing Your MoneyAuto Loans
11/14/2023 Check in with your yearly financial goals https://www.ubt.com/learning-center/blogs/check-your-yearly-financial-goals Learn about some tips that can help you perform a financial wellness check-in and how you can improve your finances. Read More Managing Your MoneyBudgetingFinancial Literacy
7/14/2021 Buying a pre-owned car https://www.ubt.com/goals/buying-pre-owned-car Buying a used car can be a great option. We've put together a guide so you don't miss any steps in inspecting the car or completing the transaction. Read More PersonalManaging Your MoneyBuilding CreditAuto Loans
3/11/2022 Desktop Teller and Mobile Deposit best practices https://www.ubt.com/learning-center/blogs/desktop-teller-and-mobile-deposit-best-practices Learn about the different best practices for UBT's Desktop Teller and mobile deposit services. Read More BusinessBusiness Banking OnlineBusiness Banking
7/19/2021 A fresh look at CRTs, CRATs and CRUTs https://www.ubt.com/learning-center/blogs/fresh-look-crts-crats-and-cruts With charitable remainder trust, or CRT, you can give to a charity close to you while improving cash flow and minimizing taxes. Let's take a look. Read More PersonalEstate PlanningEstate AdministrationEstate ManagementEstate Planning
7/20/2021 Audrea Kappert https://www.ubt.com/about/directory/audrea-kappert Personal TrustTrust ProfessionalWealth Management