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cover art for LISA ON THE LAW 6/24/24 Beneficiaries Who Supersede A Will, The Secure Act & Escrow Accounts

The Lisa Wexler Show

LISA ON THE LAW 6/24/24 Beneficiaries Who Supersede A Will, The Secure Act & Escrow Accounts

Season 2024, Ep. 6.24

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

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