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The Estate Tax “Cliff”: How Poor Planning Triggers Millions in Avoidable Tax

Fri Jan 30, 2026

Many clients are very confused about estate planning. One reason for this has been uncertainty about estate tax and the so-called estate tax “cliff.” Clients, especially those with a high net worth, have expressed concern about the tax consequences. Fortunately, with the correct planning and recent clarity on the federal […]

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How Undue Influence Is Proven in Florida Without Direct Evidence

Fri Jan 23, 2026

When a will is revealed, clients may be surprised or disappointed by its contents. Sometimes, clients wonder whether their loved one really freely consented to the will at all, or whether someone was coercing them behind the scenes. If it is proven that the testator did not freely make the […]

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Medical Records As Evidence in a Will Contest–What Actually Matters to Judges?

Fri Jan 16, 2026

In will contests, medical records are often treated as the ace in the hole. Lawyers and clients alike dig through pages of diagnoses, medications, and progress notes expecting them to tell the whole story. While medical records can tell part of the story of a testator’s mindset when making the […]

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The Estate Tax “Cliff”: How Poor Planning Triggers Millions in Avoidable Tax

How Undue Influence Is Proven in Florida Without Direct Evidence

Medical Records As Evidence in a Will Contest–What Actually Matters to Judges?