Greg Mohr chats with Sally Gimon about her journey to becoming an agent of spendthrift trust. They discuss its legal and tax benefits, ideal clients, and financial strategies. Sally also explains the upcoming 2024 Corporate Transparency Act and shares how to access her free class.

(0:00) Introduction of guest Sally Gimon

(0:22) Sally's inspiration to become an agent of spendthrift trust

(2:11) The turning point and discovery of spendthrift trust

(3:24) Explanation of spendthrift trust

(5:26) Legal background and tax savings of the trust

(8:23) Ideal clients for spendthrift trust

(11:23) Circle of wealth and financial strategies

(14:19) 2024 Corporate Transparency Act and its implications

(15:21) How to contact Sally and access her free class

(16:50) Closing remarks and appreciation