Union Bank & Trust
Union Bank & Trust
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  • In todays world, we tend to look for the immediate fix. However, retirement planning is a far-reaching goal that takes years to accomplish. Let these 5 steps keep you centered on saving for retirement. https://www.ubt.com/blog/20170929/5-steps-retirement-planning-success
  • Dining out can also mean helping out. When you use Propelr with your Union Bank & Trust debit card at fine establishments like Gate25, Billy's, and Issara, you're also helping your favorite organizations! Learn more at www.ubt.com/propelr
  • Tax Identity Theft Awareness Week! Tax identity theft occurs when someone files a tax return with your name and social security number in the hopes of stealing your refund. Learn about uncovering tax related identity theft and how to deal with it here: http://bit.ly/2nm5Cax
  • The Tax Cuts and Jobs Act of 2017 (TCJA) temporarily doubles the combined gift and estate tax exemption and the generation-skipping transfer (GST) tax exemption. Read More: https://www.ubt.com/blog/20180119/tax-cuts-jobs-act-how-they-affect-estate-planning

In todays world, we tend to look for the immediate fix. However, retirement planning is a far-reaching goal that takes years to accomplish. Let these 5 steps keep you centered on saving for retirement. https://www.ubt.com/blog/20170929/5-steps-retirement-planning-success

Dining out can also mean helping out. When you use Propelr with your Union Bank & Trust debit card at fine establishments like Gate25, Billy's, and Issara, you're also helping your favorite organizations! Learn more at www.ubt.com/propelr

Tax Identity Theft Awareness Week! Tax identity theft occurs when someone files a tax return with your name and social security number in the hopes of stealing your refund. Learn about uncovering tax related identity theft and how to deal with it here: http://bit.ly/2nm5Cax

The Tax Cuts and Jobs Act of 2017 (TCJA) temporarily doubles the combined gift and estate tax exemption and the generation-skipping transfer (GST) tax exemption. Read More: https://www.ubt.com/blog/20180119/tax-cuts-jobs-act-how-they-affect-estate-planning

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