Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality
Ep. 63 What is a Spendthrift 643B trust (with special guest Sally Gimon)
11 Sep 2024
On today's podcast I invited Sally Gimon, a real estate investor on the podcast to discuss Spendthrift 643B trusts. She explains how this trust saved her from hefty tax bills. We delve into the origins, legal foundations, and practical applications of the Spendthrift Trust, illustrating its potential for high earners, especially investors. Sally provides insights into the trust's benefits, such as long-term wealth preservation, legal protection, and financial privacy.On this episode we discuss:What is a Spendthrift 643B trustWho might benefit from this trustThe tax saving advantagesDisadvantages of the trustIf you would like to learn more about Sally, you can connect with her on her website here (https://www.thetrustisyou.com) or her YouTube channel (https://www.youtube.com/@sallygimon). Other ways to connect with me: Come learn with me in my monthly workshops ➡️ Join here Grab your free Human Design chart ➡️ Get your chart here Work with Me ➡️ Schedule your free clarity call here From my soul to yours, Erin
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