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Unlocking the Mysteries of Fiduciary Services: Insights from John Balquist

Unlocking the Mysteries of Fiduciary Services: Insights from John Balquist

Released Wednesday, 14th February 2024
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Unlocking the Mysteries of Fiduciary Services: Insights from John Balquist

Unlocking the Mysteries of Fiduciary Services: Insights from John Balquist

Unlocking the Mysteries of Fiduciary Services: Insights from John Balquist

Unlocking the Mysteries of Fiduciary Services: Insights from John Balquist

Wednesday, 14th February 2024
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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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LivXplore - Real Estate & Lifestyle

A home allows you to live, rest, work, educate and entertain yourself and your loved ones. It allows you to escape, and provides security. More importantly, a home allows you to explore the unique environment beyond the walls. The world has recently been reminded of this aspect.As our name suggests, we are more than award winning real estate professionals. We are lifestyle guides who can assist in finding a home that fits your needs and nurtures your deepest joys. We match your criteria for a happy life with properties throughout Marin and Sonoma Counties.As native born residents of the areas we serve, we have an intimate knowledge of the market. We love nothing more than to introduce our clients to the beauty of the North Bay. Whether you desire proximity to the coast, an equestrian estate, or a Wine Country weekend retreat, we know just how to find it. We are always on top of new market trends and keep abreast of the latest available properties, so that you are always ahead of the curve.Not only do we work to find the perfect home, but also the lifestyle that it provides. Where we differ from other brokerages is that as Real Estate Professionals, we not only provide a premium level of service, but as Community Ambassadors, we are dedicated to helping you design the exact lifestyle you envision. Our goal includes not only understanding your needs as a homeowner, but also “what makes you, you.”Through our Podcast we want to make sure you are aware of everything the local community and surrounding area has to offer; events and activities that may be of interest to you, as well as industry news. We promise not to give you boring information about us or our listings.

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