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038 Sally Gimon: Spendthrift Trusts
Manage episode 378890623 series 3484528
المحتوى المقدم من Chris DuBois. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Chris DuBois أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
On today's episode of Unbound, I'm joined by Sally Gimon. Sally is a real estate investor and insurance agent. In 2020, she purchased a bank-owned property which sold a few years later for more than twice its value. After learning the tax costs on her capital gains, Sally started researching. This deep dive into the tax code and other resources led her to find the Business and Beneficial Spendthrift Trusts.
Today, Sally helps entrepreneurs establish trusts to create a vehicle for wealth building, enabling them to reallocate funds that previously would have been lost in taxes.
Learn more about Sally at thetrustisyou.com.
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