In the ever-changing world of law, there are always new developments to stay aware of. As a Minnesota and Florida financial services lawyer, it's our job to keep on top of things and provide you with the most relevant information. Be sure to read our regularly updated blog to learn about our personal take on estate planning and business services.
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The Critical Mistake Most People Make When Gifting AssetsLearn how to protect assets through strategic gifting while maintaining control. How specialized trusts can shield your wealth from creditors, lawsuits and care
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Why That "Generous" Gift to Your Children Could Cost You EverythingDiscover how gifting to loved ones can impact your Medicaid eligibility for nursing home care. Attorney Chuck Roulet explains how to protect your home.
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The 2026 Sunset: Why 2025 Is the Critical Year for Estate PlanningLearn why 2025 may be your last chance to take advantage of the current $13.99 million estate tax exemption before it reduces in 2026.
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The Most Overlooked Wealth Transfer Strategy That Could Save Your Family ThousandsLearn how to use annual exclusion gifts of $19,000 to transfer significant wealth tax-free. Attorney Chuck Roulet explains how.
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Die With Zero: Rethinking InheritanceDiscover the emotional and financial benefits of gifting while you're alive, inspired by Bill Perkins' "Die With Zero" philosophy.
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Insurance Solutions For Estate Planning In A Changing Tax LandscapeClick for details on life insurance in Florida and Minnesota
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Why You Shouldn't Name Friends or Family as Trustees for Your Adult Children's InheritanceDiscover why appointing friends or family as trustees for your adult children can create unexpected complications and what you should consider instead.
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3 Key Differences Between Estate Planning in Minnesota and FloridaThere are significant differences between estate planning in MN and FL. Click here to discover 3 of the key ones from Attorney Chuck Roulet licensed in FL & MN
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Guardianship And Conservatorship In Estate PlansLearn how including guardianship and conservatorship in estate planning can protect minors, disabled adults, or even yourself if you lose mental capacity.
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Own Property in Florida and Minnesota? Make Sure Your Estate Plan Is in Order!If you own property in both FL and MN, or are thinking about it, then you need to update your plan. Click here to see why you need more than 6 months & a day
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3 Common Myths About Long-Term Care Costs and PlanningDiscover the 3 most common myths about long-term care. Click here to learn more.
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The #1 Mistake Smart Retirees Make With Their Estate PlanDiscover the #1 mistake smart retirees make with their estate plans. Learn how to protect your home & life savings from long-term care and nursing home costs.
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Understanding the Difference Between Elder Law and Estate PlanningEstate planning and elder law have some overlap. They also have significant differences. Click here to discover why you need both to protect your home & savings
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Health Care Directives And Living Wills: Ensuring Your Wishes Are Honored In FloridaHealth care directives and living wills can help Florida residents maintain control of important life decisions. Click here to learn how.
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The Top 7 Reasons You Need to Update Your Will NowDiscover the top 7 reasons why updating your will is crucial to avoid probate, protect your family and ensure your assets go exactly where you want them
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Trusts In Florida Estate Planning: Types And Benefits For New ResidentsTrusts in Florida can be an essential part of your Florida estate planning journey. Click here to learn more.
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Understanding Post-Death Retirement Plan Asset DistributionLearn more about post-death retirement plan asset distribution and how to properly manage it for your loved ones
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Understanding Spousal Lifetime Access Trusts (SLATs): A Comprehensive OverviewSpousal lifetime access trusts offer numerous estate planning benefits in Florida and Minnesota. But how do they work? Click here to learn more.
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Estate Tax Planning Amidst Nursing Home ExpensesClick to discover more about estate tax planning and planning for nursing home expenses.
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Asset Protection Strategies For Long-Term Care & Nursing HomeLong-term care may be challenging, but various asset protection techniques could make it easier. Click here to discover how to protect your home & life savings.