DEAL FOR A WEEK; New Forms & Books

What are some things to anticipate in 2025? Are there tax-savings opportunities for your clients? Steve Siegel's 2025 Estate and Tax Client Planning Letter details several useful planning opportunities.  The letter encourages clients to carefully consider their planning situation post-election to be sure that their decisions and documents express and memorialize those decisions, are up to date and take maximum advantage of the estate planning, income tax and business planning opportunities offered by the tax law.

In this 33-minute August 15, 2025, program, Steven G. Siegel explains selected estate, trust, and tax planning strategies post-2025 OBBBA (One Big Beautiful Bill Act), also known as H.R. 1. This program explains strategies that remain useful under OBBBA, with a focus on income tax basis adjustments and the use of non-grantor trusts to expand use of the 2025 Act tax changes (SALT, 1202, 199A, etc.).

In this 1-hour August 12, 2025 program, Steven G. Siegel explains selected income tax provisions of the 2025 OBBBA (One Big Beautiful Bill Act), also known as H.R. 1, and provides important planning suggestions for those provisions.

FREE ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here: 5 Minutes FREE.

SAVE when you purchase three Life Insurance Trust Forms including:

1) Irrevocable Life Insurance Trust With Crummey Powers And Sample Crummey Letter (40 Pages)
2) Irrevocable Survivorship Life Insurance Trust With Crummey Powers And Sample Crummey Letter (33 Pages)
3) Split Dollar Life Insurance Agreement (With Irrevocable Life Insurance Trust As Policy Owner) And Collateral Assignment Of The Policy To The Employer By The Trustee (11 Pages).

Click "Learn More" above for more information about our 5 Irrevocable Trusts.  Alternatively, each Irrevocable Trust may be purchased individually.

SAVE when you purchase All (11) Steve Siegel Podcasts.   

(click any podcast title for a description including five-minute audio sample or to purchase individually. Individual podcast pricing is noted next to each title):
3 IDGT Forms Explained (1-Hour Audio) - $99
5 Medicaid Planning Trusts Explained (1.5-Hour Audio) - $59
2025 OBBBA: Income Tax Planning (1-Hour Audio & 40-Page Detailed Analysis) - $69
Critical Tax Planning: Looking Ahead to Uncertain Times (1.5-Hour Audio) - $59
Decedent’s Final Return; Postmortem Income Tax Planning (1-Hour Audio) - $59
Detailed Planning Analysis And New Planning Suggestions: The SECURE Act: A Retirement Plan Distribution Game-Changer (1-Hour Audio) - $59
Dynasty Trust Form Explained (1-Hour Audio) - $99
IRC Sec. 199A Simplified (43-Minute Audio Recording) - $99
Portability: More Important Than Ever (80-Minute Audio) - $59
Spousal Lifetime Access Trusts (SLATs): The Popular Estate Planning Tool (1-Hour Audio) - $99
Understanding The SECURE Act (1.3-Hour Audio) - $59

For the last twenty-plus years we have been in what could be considered a golden age of tax and estate planning. Change is on the horizon. Favorable provisions enacted by the 2017 Tax Cuts and Jobs Act (TCJA) are set to "sunset" at the end of 2025. This sunsetting, coupled with a consequential election, mean that we do not know what the tax laws will be next year.

What planning opportunities should you take advantage of while provisions remain favorable? In this September 5, 2024, 1.5-hour program, Steven G. Siegel, JD, LLM covers, in detail, many planning strategies to consider and recommends making your clients aware of possible and less favorable planning conditions.

In this one-hour July 22, 2024 program, Steven G. Siegel provides a practical explanation of how to handle a decedent’s final federal income tax return, the federal income tax returns of the estate and the numerous postmortem elections which are available.

Scroll down to read the list of included forms.

SAVE and establish or expand your library with Essential Estate Planning Forms (59 Forms, 648 Pages). 

Reference these forms to save drafting time and compare how Steve Siegel drafts his documents.  See the detailed description for the list of included forms.  Each form is fully editable and yours for immediate and unlimited use upon purchase.

With recent health and political concerns, more practitioners will be asked for help administering estates than in many years.