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038 Sally Gimon: Spendthrift Trusts
Manage episode 378890623 series 3484528
محتوای ارائه شده توسط Chris DuBois. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Chris DuBois یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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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