Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality
119 | Are Your Bank Accounts Set Up Properly to Bypass Probate?
19 Jun 2025
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 doesHow PODs help your loved ones avoid probate delaysThe simple, free process to set them up through your bankCommon mistakes—like assuming joint accounts are enoughWhy naming minors as POD beneficiaries isn't recommended Other ways to connect with me: Come learn with me in my monthly workshops ➡️ Join here Grab your free Human Design chart ➡️ Get your chart here Work with Me ➡️ Schedule your free clarity call here From my soul to yours, Erin
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