The elderly attorney didn't have time and couldn't be bothered dealing with his own situation. He had two opportunities to cut his adult children's estate tax bill to
zero, once when his wife died, and then in his own documents. But he did nothing. So instead of $0.00, his children paid $41,000 in estate taxes which could have absolutely been saved.

The elderly couple in Florida died within six months of each other. Their children were told to plan on a $240,000 estate tax bill. We briefed the Florida attorney about a particular Florida case. The children's new tax bill: $0.00.

The wife and husband died over a weekend. The projected estate tax bill was $57,000. When we finished,
the tax bill was $0.00.

The wife died. Her husband was about to move her assets into his own accounts. But he called us first. We showed him how he could benefit from $1.5 million of his wife's assets forever; and when he died, they would pass totally free of estate taxes to his children . . . the tax on them would be $0.00. If he hadn't called and had died in 2004, the tax would have been $705,000.00.