Do you have the proper beneficiary designations setup on your bank accounts?  In this episode, I dive into the overlooked yet essential role of Payable on Death (POD) designations in estate planning.

Whether you have a will, trust, or both, your plan might still not include properly designated PODs on your bank accounts, CDs, and money market funds.

In this episode I discuss:

• What a POD (or TOD) designation actually does
• How PODs help your loved ones avoid probate delays
• The simple, free process to set them up through your bank
• Common mistakes—like assuming joint accounts are enough
• Why naming minors as POD beneficiaries isn't recommended

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From my soul to yours,

Erin