Franchise Maven
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Sally Gimon Spendthrift Trust
Greg Mohr chats with Sally Gimon about her journey to becoming an agent of spendthrift trust. They discuss its legal and tax benefits, ideal clients, and financial strategies. Sally also explains the upcoming 2024 Corporate Transparency Act and shares how to access her free class.
Key Points
- Understanding the Spendthrift Trust can significantly reduce federal and state taxes for business owners and real estate investors.
- The Spendthrift Trust provides privacy, protection from lawsuits, and helps avoid the 2024 Corporate Transparency Act's stringent requirements.
- Sally Gimon offers a free class to educate people on the benefits of the Spendthrift Trust and how it can be a game-changer for their financial planning.
Chapters
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| 0:22 | |
| 2:11 | |
| 3:24 | |
| 5:26 | |
| 8:23 | |
| 11:23 | |
| 14:19 | |
| 15:21 | |
| 16:50 |
Transcript
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