Do You Need a Fiduciary?

How do you know if you, or someone you know,
needs a fiduciary?

•    They can’t keep up with their financial obligations or are starting to neglect their health.

•    They are struggling and distracted by grief over the loss of a loved one.

•    They have difficulty saying “no” and make decisions that are not in their best interest because it is the easy way out.

•    They are having second thoughts about the suitability of the person they named as trustee in their trust.

•    They need a trustee to administer an individual or family trust, litigation settlement, special needs trust, or a charitable remainder trust.

People are vulnerable at any age. That’s why Susan and her staff at Liberty Fiduciary Services Inc. will quickly recognize each of your issues and apply their expertise to resolve them.

Rest assured that we will be here when you need us most.

We Understand Responsibility