RightCapital updates
RightCapital updates
www.rightcapital.com

New investment trust types

 

New

 

 

We've added the following trust types as options when adding an investment account on the Profile / Net Worth screen: Grantor Retained Annuity Trust (GRAT), Qualified Terminal Interest Property Trust (QTIP), Spousal Lifetime Access Trust (SLAT), and Intentionally Defective Grantor Trust (IDGT). You can add the new trust types by changing the investment account owner to 'Trust' and selecting the appropriate account type.