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Dusty

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  1. Include Trusts in the Family Portfolio Value

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    25 comments  ·  Redtail CRM » Family  ·  Admin →
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    Dusty commented  · 

    A trust option should be available in both the "Family" section and the "Membership" section. This is important for both "Family Portfolio" values and Laser App integration. If I was to have my own family trust that I am the trustee on, I feel this value should be in the "Family Portfolio." However, if my mother has a trust that I am just the trustee of, then that should be in the membership section. The difference between the two is who owns the money. In the first situation I do; however, the second one is my mothers and I am just related to the account as trustee.

    Dusty supported this idea  · 

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