What should take precedence according to NGA when there is a conflict between the client's wishes and their estate's preservation?

Study for the California Fiduciary – Professional Practices Test. Engage with flashcards and multiple choice questions, all with hints and explanations. Prepare thoroughly to ace your exam!

In the context of fiduciary duties and guidance from the National Guardianship Association (NGA), the values and wishes of the individual should take precedence in situations where there is a conflict between those wishes and the preservation of the estate. This approach aligns with the fundamental principle of honoring the autonomy and personal choices of the client, recognizing that individuals have a right to have their preferences respected, especially in matters that concern their own lives and legacies.

The NGA emphasizes that guardians and fiduciaries have a duty to act in the best interests of the clients, which includes respecting their values and desires. While estate preservation is important, it should not overshadow the personal wishes and dignity of the individual. This prioritization helps to ensure that the client's life is honored and that their potential desired legacy reflects their true intentions.

In this light, the values and wishes of the individual serve as a foundational guideline for fiduciaries to make informed decisions that are ethically sound and reflective of the client's preferences, rather than solely focusing on the financial aspects or opinions of others.

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