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Showing 121-130 of 1042
2/4/2025

Maximizing your money: The power of HSA accounts

https://www.ubt.com/learning-center/blogs/maximizing-your-money-power-hsa-accounts
A health savings account can positively affect an estate plan because its funds grow on a tax-deferred basis, potentially building wealth for heirs.
Read More
  • Personal
  • Estate Planning
  • HSA
5/16/2022

Addressing adopted children or stepchildren in your estate plan

https://www.ubt.com/learning-center/blogs/addressing-adopted-children-or-stepchildren-your-estate-plan
To ensure your desired treatment of adopted children or unadopted stepchildren, you and your spouse or partner must clearly communicate your plans through wills
Read More
  • Personal
  • Estate Planning
8/6/2019

FAQs

https://www.ubt.com/learning-center/faq
  • Personal
5/17/2022

Josiah Burk

https://www.ubt.com/about/directory/josiah-burk
  • Consumer Loan Specialist
  • Personal Banker
5/17/2022

TJ Hansen

https://www.ubt.com/about/directory/tj-hansen
  • Personal
  • Financial Planner
  • Portfolio Manager
  • Wealth Management
  • Financial Planning
  • Wealth Management
5/19/2022

A living will can help ensure your last medical wishes are carried out

https://www.ubt.com/learning-center/blogs/living-will-can-help-ensure-your-last-medical-wishes-are-carried-out
Many people confuse a living will with a last will and testament, but they aren’t the same. These separate documents serve different, but vital, purposes.
Read More
  • Personal
  • Estate Planning
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.
Read More
  • 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.
Read More
  • Personal
  • Fraud Prevention
  • Taxes
1/22/2024

Six smart ways to use your tax refund

https://www.ubt.com/learning-center/guides/six-smart-ways-use-your-tax-refund
It’s that time again: Spring is crawling ever closer, and Tax Day is just around the corner. Need a little inspiration? Here are six smart uses for your refund.
Read More
  • Business
  • Managing Your Money
  • 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.
Read More
  • Personal
  • Estate Planning
  • Charitable Gift Planning
  • Taxes

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