Estate Planning 101 for Everyone

Monday, October 22nd 2019
Steve Quirk
Executive benefits quoting



Getting your financial house in order from a legal perspective is not always a priority for your clients because we live a very hectic and frenetic paced life. Everybody has excuses for not doing the things that we know we need to.


You know what they say; “An ounce of prevention is worth a pound of cure”.


Estate planning means many things to different people and it isn’t just for the wealthy. There are so many legal documents associated with estate planning and each individual situation dictates the documents needed to accomplish specific goals. 


Minimize taxes, ensuring that assets are distributed per your client’s direction, guardianship of children and many other goals can be directed through proper planning. Please seek the advice of a qualified estate planning attorney to help your clients start the process before it’s too late.


Here’s a list of some documents your clients may want to have:

Last Will & Testament
Living Will 
o Health care proxy
o Irrevocable
o Revocable
o Life insurance trust
o Living Trust
Durable financial power of attorney


There are many other documents that are important to help your clients organize their estate, such as a list of their assets and any benefits they may have from their employer, beneficiary designations of their life insurance and IRAs, 401Ks and pension plans are important too.


Our Individual & Executive Benefits Team will work side by side with you to create a plan design that meets your client’s needs in order to successfully attract & retain top tier employees. For more information, please visit our Executive Benefits page, or contact:


Stephen Quirk
Assistant Vice President, Executive Benefits
FNA Insurance Services
[email protected]