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
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