Episode 29

What is a Spendthrift Trust?

Sally was motivated to become a real estate investor when her mom became sick in October 2018.  Sally was 53 and needed to make a change in her life quickly.  She has been an insurance agent for 20 years and has used her experience to make positive changes.  

She shares her information weekly in her real estate group and Win, Win Women TV. 

 In July 2020, she bought a Bank Owned Property for $20,000 that would go to auction for $50,000 when Covid restrictions were lifted.  She knew her Capital Gains would be $7,140 and researched how the rich paid so little in taxes.   

This led her to find the Business and Beneficial Spendthrift Trusts. 

To connect with Sally, please visit her website at https://thetrustisyou.com, to make an appointment:  www.thetrustisyou.com/scheduling   

Email.com:  info@thetrustisyou.com  

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From Battle to Business

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Dean Van Dyke

Dean Van Dyke is a business strategist and Fractional COO. He supports small business owners in creating actionable strategies and structures around their businesses to gain momentum toward their vision. As you're looking at revenue challenges, trying to find savings opportunities, or worrying about employee turnover, you need an outside advisor to bounce ideas, work through challenges, or just be 'in it' with you. His clients don't make decisions without calling Dean first. You can visit his website at (https://www.deanvandyke.com) or connect with him on LinkedIn (https://www.linkedin.com/in/deanvandyke/) to learn more.