Join us as we dive into the remarkable journey of Sally, a former insurance agent turned savvy real estate investor. Motivated by her mother's illness in 2018, Sally embarked on a quest for financial independence at the age of 53. Leveraging her two decades of experience in insurance, she began her foray into real estate investing, sharing her insights weekly with her dedicated audience on Win, Win Women TV and her real estate group.

In July 2020, Sally made a strategic move, purchasing a bank-owned property for $20,000 with plans to sell it at auction for $50,000 once Covid restrictions lifted. Aware of potential tax implications, she delved into research and discovered a game-changing strategy used by the wealthy to minimize taxes: Business and Beneficial Spendthrift Trusts. With capital gains taxes potentially rising to 40% and the IRS expanding its reach, Sally's trust setup offers a legal and effective means to defer various types of income year after year.

Learn how Sally's journey to financial freedom not only transformed her life but also empowered her to keep her wealth secure, her information private, and her assets protected. Tune in as Sally shares her insights, strategies, and the keys to building a successful real estate portfolio while navigating the complexities of taxation and financial planning.

Contact Charisse Walker at

www.charissewalker.com

Contact Sally Gimon at
https://thetrustisyou.com