Many individuals that we meet with often ask us to take the driver’s seat in their plan. Either they are hesitant to name individuals that they know to be a fiduciary under their plan or maybe they trust us to make the right decisions. After all, we have a history of experience and we helped our clients develop and implement their plan.
What better way to feel comforted knowing that your plan will be managed according to your wishes, then by naming Deason Garner as your plan’s fiduciary. Fiduciary Service protections are an additional service that Deason Garner offers to it’s clients for a reasonable fee, deducted from the estate, at the time of administration.