29 July, 2026 in LPA for Financial Advisor

Is Your Spouse Ready To Handle Your Investments?

What if the person you trust most isn’t the best person to manage your money when it matters most? In this session, we unpack a key Legacy Planning lesson: choosing your LPA donee isn’t about closeness, it’s about financial competence and the ability to protect your interests. If your investments are complex—options, puts, structured products—ask yourself: can your spouse confidently manage them if you can’t? If not, simplify part of the strategy and start with a clear asset inventory so nothing gets missed. 👉 https://pteppl.academy/legacyadvisoryws This video is brought to you by @pteppl. All rights reserved. #estateplanningSG #legacyplanningSG #financialadvisersg #singaporeestateplanner