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The AMP (Al Mega Podcast) S2E3 - Sally Gimon
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Sally Gimon, an entrepreneur and real estate investor, joins the podcast to discuss the benefits of spendthrift trusts and how they can help individuals save money on their federal taxes. She shares her personal journey of discovering the trust and explains how it can be utilized by various types of investors, including those in real estate, crypto, and the stock market. Sally also highlights the history of the trust and its legal standing, as well as the privacy and asset protection benefits it offers. She provides examples of how individuals have successfully used the trust to save on capital gains and avoid probate. Overall, Sally emphasizes the importance of understanding tax laws and finding strategies to minimize tax liabilities.
Interested in the action? If so, click below: www.thetrustisyou.com/affiliate
www.TheTrustIsYou.com https://www.facebook.com/SallyGimon https://www.linkedin.com/in/sallygimon/ https://www.instagram.com/sallygimon/ https://twitter.com/GimonSally https://www.tiktok.com/@spendthrifttrust https://www.youtube.com/channel/UCmvBniNpH2kQI3vMGcpVjAg
Key Takeaways:
- Spendthrift trusts can help individuals save money on their federal taxes and protect their assets.
- The trust is legal, patented, and has been in front of the US Supreme Court twice.
- It can be utilized by various types of investors, including those in real estate, crypto, and the stock market.
- The trust offers privacy and asset protection benefits, as well as the ability to avoid probate.
- Understanding tax laws and finding strategies to minimize tax liabilities is crucial for financial success.
Chapters:
Timestamp Summary [0:00:32] Introduction to the podcast and guest Sally [0:02:10] Sally's personal journey and the inspiration behind the trust [0:05:23] The history and legality of the trust [0:08:10] Examples of how the trust can benefit different types of investors [0:09:02] Steps to build a trust and the key components [0:13:45] How Sally has utilized her achievements to build trust and collaborations [0:17:37] Challenging situations and creative problem-solving with the trust [0:23:14] How to get started and the process of creating a trust [0:26:31] The importance of the trust in saving taxes and avoiding penalties [0:33:09] Information on Sally's website and social media platformsAbout Sally:
Sally Gimon is an entrepreneur and real estate investor who specializes in helping individuals save money on their federal taxes through the use of spendthrift trusts. She has extensive experience in the industry and is passionate about helping people achieve financial success.
Thank you for watching, I appreciate your support!
S2E3
Host: Al Mega
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Main Site: https://thealmegapodcast.com/
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* Edited/Produced/Directed by Al Mega
26 episodes
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