1099A FAQ

Yes but use two separate forms. You can file for one car and one house per year per trust.

On top of the purchase price, add the closing costs, home insurance, moving costs, renovations, interior design, furniture, linens, solar, emergency generators, landscaping, and outbuilding construction. And of course, remember…

Since it’s unlikely a vendor will keep their house off the market for you for 120 business days whilst you wait for funds, you can’t put a specific property in…

No, the vehicle must be for personal use only so no 18-wheelers or vans.

Yes, this is allowed, see the example above for paying bills/debts. You would file for the acquisition of a new car separately.

You must email us with ‘Void My Submission’ in the subject line so we can void the various forms we have filed for you. Please note there is a $10…

Whilst we can’t give you legal advice, yes, it’s both legal and lawful when done correctly.  Not putting the work in to fully innerstand this process and acting greedily will…

We’ll email you a countersigned copy of our agreement and an invite link to the ‘Next Step’ Telegram group where you can hang out with others who are awaiting their…

18 years old. Keep in mind that the trust is likely to be worth significantly less than a more mature trust. Unfortunately, it’s hard to know the exact value.

This isn’t the same as applying for a loan so there’s no credit check or financial appraisal before funds are approved.  To get approval you simply have to be realistic…