Learn how Bank of America handles Payable-on-Death matters & how Bank of America customers can easily set up POD beneficiaries before they unexpectedly die. This is a simple but important step for any Bank of America customer's estate plan. Without proactive steps, the owner of a bank account will lose control over where their money goes when they die.
Bank of America Beneficiaries FAQ page: [ Ссылка ]
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CHAPTERS
00:00 Intro to "What happens to my Bank of America money if I die?"
00:55 Everyone has an estate plan
01:32 POD forms (Payable-on-death)
02:10 Bank of America beneficiaries FAQ
05:12 POD beneficiary review
05:32 Sidebar - Apportionment & Allocation
06:33 Sidebar - Spouses & community property
07:37 How Bank of America handles PODs
08:50 Add POD beneficiaries through Bank of America online
12:30 How to change Bank of America POD beneficiaries
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⚠️ DISCLOSURE ⚠️
* This video is only intended for general information and entertainment purposes, not professional advice.
* My opinions are my own. They do not necessarily represent anyone I work with or am associated with.
* I speak from my own knowledge, research, & life experiences. What I teach & share may not be suitable for you or your situation. Hire a qualified professional if you need to address a specific issue or situation.
* Matthew Chan, Real Estate Broker, Intrepid Factor. GA License: 391253 & FL License: BK3545433
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#bankofamerica #banking #onlinebanking #estateplan #estateplanning #payableondeath
