EPISODE · Sep 11, 2024 · 39 MIN
Ep. 63 What is a Spendthrift 643B trust (with special guest Sally Gimon)
from Your Money, Your Rules | Financial Mastery, Wealth Mindset, Leadership Principles, Intuitive Decision-Making, Human Design · host Erin Gray | Financial Mentor and Guide
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).Ways to Connect with Me and Learn More:Apply to Work with MeGenerate a Life Well Lived WebsiteInstagramLinkedInYouTubeGrab your free Human Design chartFoundational Resources
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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 ...
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Ep. 63 What is a Spendthrift 643B trust (with special guest Sally Gimon)
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