An LP interest may outlast your plans. Discuss the investment with your spouse or partner, decide whose name or which entity holds it, and confirm your estate plan covers it. Ask whether the LPA allows transfers to a family trust or estate.
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More on this stage: Deep Dive: How 506(c) Accreditation Verification Works · Deep Dive: Calculating Net Worth Without Your Home · Deep Dive: Talking It Through as a Household
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