DEAL FOR A WEEK; New Forms & Books

SAVE when you purchase ALL 12 WILLS (168 Pages).  Upon purchase, each form will be immediately available and stored in your master account on www.nlfforms.com for your unlimited use. 

Click "Learn More" for the full list of Will Forms.  Each of the Wills included are also available for individual purchase.

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 3 Subchapter S Trust Forms which includes:  Electing Small Business Trust (13 Pages), Qualified Subchapter S Trust (16 Pages), and Voting Trust Agreement (14 Pages).   

Here Are The 5 Accumulation Trusts Included:

This Form of an IRA and Retirement Plan Beneficiary See-Through Trust is designed to distribute the Grantor’s Retirement Plans, qualified plans as well as IRAs, to a trust as the designated beneficiary of the Retirement Plans for the lifetime benefit of a child of the Grantor. The required minimum distributions rules must be observed, and the Trustee is authorized in its discretion to make payments to the Beneficiary as well as to the spouse and children of the Beneficiary. Provision is also made for additional issue of the Beneficiary.

This Form is a Dynasty Trust, intended to be created for the benefit of the children and more remote descendants of the Grantor, and designed to be a perpetual trust. Ideally, this trust is created in a State that has repealed the rule against perpetuities, thus allowing for the perpetual duration of the trust.

While the Dynasty Trust Form is not state specific, it is fully-editable.  You can add state specific language as needed.

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.