What to know about POD accounts

Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements? It's quite likely they won't unless you take a few essential steps now.

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2 Ways to Give Love Ones Access to Your Bank Accounts After You Die

Questions advisors should be asking their clients (and themselves) ASAP in this frantic time of FOMO.

In this article, Randy Fox talks to WeallthManagement.com about what, as a financial advisor, you should be asking your clients as we work toward 2021 year end.

Read the full Mad Dash to the Finish Line article.

Randy Fox, CFP, AEP meets with Cooper form the Centurion Coffee with Connections Podcasts. Together, they discuss Pooled Income Funds (PIFs), succession planning and tax conscious asset management for High Net Worth families.

Listen to the Coffee with Connections Podcast now