Book Synopsis
Settlement and Closure: A Guide to Mortgage Redemption Through Treasury Forms is a physical book that guides homeowners through redeeming their mortgage using U.S. Treasury forms. Based on the real experience of a borrower named Kris, this book is written for everyday people seeking clear, practical steps to settle their mortgage debt with funds from Mortgage-Backed Securities (MBS).
This is a physical book, not an e-book, allowing you to hold it, make notes, and refer to it as you navigate the process. It explains complex concepts in simple language, using Kris’s story to illustrate how she completed her mortgage redemption.
The book covers:
Clear Instructions: Learn how to check if your mortgage is securitized, find your CUSIP number, and fill out Treasury forms with examples from Kris’s case.
Helpful Templates: Includes templates for a RESPA Request for Information letter, foreclosure delay request, and documents necessary to complete redemption to simplify communication with your servicer and the Treasury.
Kris’s Experience: Follow her journey, including her securitization audit that revealed her mortgage was in a Ginnie Mae trust, and how she negotiated with her bank.
Legal Basics: Understand key laws, like RESPA and homestead protections, to know your rights and identify potential servicer errors.
Practical Advice: Get tips on handling name changes, obtaining a Medallion Signature Guarantee, and tracking your Treasury submission.
Notable sections include:
Chapter 4: Explains Kris’s securitization audit, with a redacted report showing how she confirmed her mortgage’s trust and CUSIP number.
Chapter 6: Shares ways to negotiate with your servicer, including a template to request a foreclosure delay if you’re at risk of losing your home.
Chapter 8: Provides Kris’s RESPA letter and a template to request loan details from your servicer.
Chapter 12: Lists next steps, from sending your RESPA letter to mailing forms to TreasuryDirect.
Ideal for homeowners who want to handle redemption themselves and prefer a physical guide to keep handy, this book helps you understand the process without third-party involvement. It’s not legal or financial advice and encourages consulting professionals for your specific situation.
Book Synopsis
Setting Up Your Estate/Private Bank & Foreign Grantor Trust Learn how to create and use three powerful entities for banking, taxes, and asset protection. Discover how to pay bills, collect taxes, and acquire property with your own Estate, Private Bank, and Foreign Grantor Trust. Navigate the intricate world of the IRS & banking with confidence and ease with this easy-to-follow guide.In this indispensable guide, you will find step-by-step instructions to help you establish with the IRS your Estate, Private Bank, and Foreign Grantor Trust. You will also learn the function and benefits of each entity, as well as how to use them in commerce effectively.
This book is the first stage of your journey to mastering the art of IRS forms & banking. Whether you are a beginner or an expert, you will find valuable insights and practical tips to help you achieve your financial goals. Learn and Test Your Knowledge.
This guide also includes a Frequently Asked Questions section that answers some of the most common queries and challenges related to completing the SS-4. You will find clear and concise explanations that will help you overcome any doubts or difficulties you may encounter.
Additionally, you will have access to a Test Your Knowledge quiz that will assess your understanding of the key concepts and skills covered in this guide. This is a great way to reinforce your learning and measure your progress. You will also receive feedback and guidance on how to improve your performance.
By completing this book and taking the quiz, you will have a solid understanding of how to complete IRS form SS-4 to establish your three entities and how the entities are to be utilized. No more confusing instructions, half- assed explanations, no evidence of success, overpriced material and services from social media Gurus THAT DOESN’T WORK!
Book Synopsis
“Borrow from Yourself” is a practical guide that explains how you can use IRS procedures to borrow money from your own resources without incurring debt or interest. Here’s what the manual covers:
Step-by-Step Examples and Explanations:
The manual provides clear instructions, backed by examples, on how to navigate the IRS rules.
You’ll learn how to access funds from your own estate without taking on additional financial burdens.
IRS Forms Included:
The manual features examples related to specific IRS forms:
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IRS Form 56: This form deals with notice concerning fiduciary relationship.
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IRS Form 1099-OID: This form relates to the original issue discount.
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IRS Form 1096: This form is used for annual summary and transmittal of U.S. information returns.
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IRS Form 1041: This form is used to initiate tax returns for Estates and Trusts.
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IRS Form 1041-V: is a payment voucher used for trust and estate tax returns. It is typically filled out by the fiduciary of the estate or trust.
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IRS Form 1040: This form is used to initiate tax returns for individuals.
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IRS Form 1040-V: is a payment voucher used for individual returns. It is usually filled out by an authorized representative.
By understanding these forms, you’ll be better equipped to borrow from your own resources.
Success Stories:
The manual shares testimonial from clients who have successfully borrowed from their estate using these strategies.
Real examples demonstrate how others have achieved financial flexibility.
Bonus Content:
In addition to the core material, the manual includes a bonus section:
Borrow From Yourself YouTube Video
Book Synopsis
Title Acquisition: A Practical Guide to Securing Your Vehicle Title and Credit
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What Is It?:
“Title Acquisition” is an easy-to-follow guide designed to help you navigate the process of removing voluntary encumbrances (like liens) from your vehicle’s certificate of title.
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Why It Matters:
You have a responsibility to oversee and manage assets borrowed from your organization. This guide empowers you to prevent illicit or harmful activities often associated with 14th Amendment citizens (commonly referred to as “corporations”).
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Key Steps Covered:
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Obtaining a Copy of Your Certificate of Title:
§ Learn how to fill out the Department of Motor Vehicles (DMV) application to obtain a copy of your title.
§ Access links to the application forms for all 50 states.
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Removing Damaging Remarks from Your Credit File:
§ Once you have your title, address negative remarks on your credit report with certificate of discharge, or a release of lien letter and/or 1099-C.
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Author’s Testimony:
§ The guide includes the author’s personal experience in acquiring vehicle titles and transferring title to a Private Bank.
Bonus Content:
Title Acquisition video includes a recorded phone call between the finance company and the author.
Book Synopsis
The “EIN Fix It Guide” is a manual designed to assist clients who have encountered issues with their Employer Identification Number (EIN) assignments from the IRS. Whether they were assigned incorrect EIN or received requests for unnecessary details on their SS-4 forms, this guide provides clear, solutions to rectify these problems. With tips and advice, the guide ensures that clients can navigate the IRS procedures efficiently and avoid common pitfalls.
The “EIN Fix It Guide” is your go-to resource for fixing EIN-related issues. The manual features actual IRS letters and response letter templates. This guide is designed to empower clients, helping them become more confident and self-sufficient in managing their dealings with the IRS or similar agencies.
