EPISODE · Jun 24, 2024 · 21 MIN
LISA ON THE LAW 6/24/24 Beneficiaries Who Supersede A Will, The Secure Act & Escrow Accounts
from The Lisa Wexler Show
Lisa Wexler on the role of a conservator in paying for care, and how escrow accounts work. She also discusses the ethical vs. legal duties of fiduciaries. #beneficiaryvswill #escrowtaxes #roleofconservator #ethicsvslegalconservatorconcerns Hosted on Acast. See acast.com/privacy for more information.
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LISA ON THE LAW 6/24/24 Beneficiaries Who Supersede A Will, The Secure Act & Escrow Accounts
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This episode was published on June 24, 2024.
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