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Personal Investments • Will the Fidelity Sharks Go After My Wife When I Kick the Bucket?

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These are all very helpful answers thus far, and thank you. I think the one thing I can say to the question of whether my wife will ever become interested in investing is, "definitely not."

Hoping to hear more thoughts.
She may not like investing, but is she fond of money?

Even with PAS, they are going to expect to have conversations, ask questions, and discuss routine matters.

Sound like she’d prefer not to, or possibly not be equipped to even have this discussion.

Perhaps the solution is a living trust, and someone other than her is the 2nd trustee. With or without PAS.

Statistics: Posted by DesertGator — Sun Apr 28, 2024 7:38 am — Replies 64 — Views 4367



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