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Unlocking the Mysteries of Fiduciary Services: Insights from John Balquist
Manage episode 401009533 series 3393023
Το περιεχόμενο παρέχεται από το LivXplore - Real Estate & Lifestyle and LivXplore - Real Estate. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον LivXplore - Real Estate & Lifestyle and LivXplore - Real Estate ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
In this compelling episode of The Housing Signal Podcast, hosts Sean Payne and Isaiah Chass dive into the often misunderstood world of fiduciary services with expert guest John Balquist from Turnstone Associates. With 14 years of experience as a licensed fiduciary in California, John shares his unique journey from working in special education to protecting elders and managing complex estates. Discover the crucial role fiduciaries play in resolving family disputes, safeguarding assets, and navigating the intricacies of estate planning. John also debunks common myths about fiduciaries, highlighted by real-life stories from his career. Whether you're contemplating a fiduciary for your estate plan or interested in becoming one, this episode is packed with valuable insights and advice.
#FiduciaryServices #EstatePlanning #JohnBalquist #TurnstoneAssociates #FamilyDynamics #WealthManagement #ElderCare #FinancialPlanning
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