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Important Takeaways from the November 16, 2023, Webinar

If you attended the November 16, 2023 webinar, the following are some of the important takeaways from the presentation:

  1. Review the Living Trust Handbook (found in your Notebook) for an overview of how your Living Trust and other estate planning documents work.

  2. Act to title assets properly. Your Memorandum (usually under the “Assets” tab in your Notebook) is a good source for general information.

  3. Do not forget to look for RLG resources. Email Heather Volkers at to get a .pdf of the seminar slides, which includes a graphic on the “Three Buckets of Funding a Trust” (a handy guide for titling), and take a look at the “Resources” page on the RLG website for more information on Trusts and other estate planning topics.

  4. If it has been more than four or five years since you have reviewed your estate plan, please reach out to schedule a meeting!

If you missed the webinar, but would like to view it or share it with family and friends, please contact us for the recording.

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