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Unlocking the Mysteries of Fiduciary Services: Insights from John Balquist
Manage episode 401009533 series 3393023
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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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