New! 2023 Estate and Tax Client Planning Letter (4 Pages) - $19

New! Portability: More Important Than Ever (80-Minute Audio) - $59

Pressing Planning Form Suggestions From Steve Siegel

• The SECURE Act: Docs, Trusts & Audio

• Intentionally Defective Trust Forms - $129

• Dynasty Trust (34 Pages) - $129

• Spousal Lifetime Access Trust (SLAT) (30 Pages) - $129

• Irrevocable GST Trust for Child (for life) then for Grandchildren with LPA Exercisable for Descendants (23 Pages) - $59

• Irrevocable Survivorship Life Insurance Trust With Crummey Powers And Sample Crummey Letter (33 Pages) - $79

• GRAT (Grantor Retained Annuity Trust) (32 Pages) - $99

• 2 SCIN Forms (8 Pages) - $49

• Irrevocable Trust For Child Or Grandchild Under IRC Sec. 2503(c) (24 Pages) - $59

• Irrevocable Trust For Multiple Children Or Grandchildren With Crummey Powers (16 Pages) - $69

• Irrevocable Life Insurance Trust With Crummey Powers And Sample Crummey Letter (40 Pages) - $79

• 2 QPRT Forms (28 Pages) - $99

• Irrevocable Life Insurance Trust For Children/Grandchildren (No Surviving Spouse Of Insured) (27 Pages) - $59

• Minor's Trust With Crummey Powers (15 Pages) - $49

• Irrevocable Life Insurance Trust For Children/Grandchildren (No Surviving Spouse Of Insured) (27 Pages) - $59

• Generation-Skipping Transfer (GST) Tax: 22 Practical Clauses (34 Pages)-$199

• Private Annuity Form - $19