Sally Gimon is a tax-saving expert who discovered the power of beneficial spendthrift trusts after facing a hefty tax bill on her real estate investments. She now helps business owners and investors understand how they can legally minimize their taxes and build generational wealth using strategies often employed by the ultra-rich.

On this episode we talk about:

- How Sally Gimon transitioned from real estate wholesaling to specializing in tax-saving strategies.

- The history and legality of beneficial spendthrift trusts and business trusts.

– How these trusts can help business owners and investors save significantly on federal and state taxes.

– The privacy and asset protection benefits of using trusts.

– Real-life examples of how these trusts have helped clients achieve their financial goals.

Top 3 Takeaways

1. Beneficial spendthrift trusts and business trusts can be powerful tools for legally minimizing taxes for business owners, entrepreneurs, and investors.

2. These trusts offer not only tax savings but also privacy and protection from lawsuits.

3. Setting up a trust can enable you to keep more of your earnings.

Connect with Sally Gimon:

LinkedIn: https://www.linkedin.com/in/sally-gimon-46142928a

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