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 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.
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The Mechanics Of Spousal Lifetime Access Trusts: How They Work And Why They Are BeneficialLearn about spousal lifetime access trusts, including how they work and their benefits, and see how Roulet Law Firm, P.A. can help people with estate planning.
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Who Is Eligible For Social Security Survivor Benefits?Learn more about Social Security survivor benefits and who can receive them.
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5 Tips to Save on Estate Taxes in 2025 and Beyond5 strategies to save on estate taxes in 2025. Discover how gifting, trusts, charitable donations, and strategic planning can help protect your financial legacy.
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Understanding Florida's Homestead Exemption And Its Impact On Your Estate PlanClick to learn how the homestead exemption affects estate planning in Florida
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Elderly Estate Planning: Reviewing Estate Plans For Nursing Home PreparednessPlanning for a nursing home move in the future? Protect your assets and ensure your wishes are known with elderly estate planning. Click here to learn more.
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Top 5 Tips for Updating Your Estate Plan After Retirement: Protecting Your LegacyLearn how to keep your estate plan up-to-date after retirement. Explore five essential tips to align your plan with your goals, safeguard your assets, and protect your loved ones.
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The Fundamentals Of Irrevocable Trusts: What High Net Worth Individuals Need To KnowLearn what high net worth individuals need to know about irrevocable trusts, and find out how Roulet Law Firm, P.A. can help with your estate planning needs.
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Protecting Unmarried Partners During Estate PlanningCareful estate planning can afford unmarried partners many of the same protections as spouses. Click here to learn more.
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Maximizing Use Of Generation Skipping Transfer Tax ExemptionMaximizing the use of your generation skipping transfer tax exemption can be a powerful strategy for preserving generational wealth. Click here to learn more.
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Special Considerations For Snowbirds: Estate Planning For New & Part-Time Florida ResidentsWill your estate plan be legally valid and effective if you have two home states? Click here to learn more
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Customizing Spousal Lifetime Access Trusts For High Net Worth FamiliesEstate planning is crucial for high-net-worth families, and Spousal Lifetime Access Trusts (SLATs) offer a unique vehicle for asset protection & tax efficiency.
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Essential Documents To Have Before Your Children Leave HomeTheir are essential legal documents your kids should have in place before they leave for college. Click here to learn what they are.
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What Is The Difference Between An Advance Directive And A Medical Power Of Attorney?Learn the differences between an advance directive and a medical power of attorney, and see how Roulet Law Firm, P.A. can help with individuals’ estate plans.
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Tax Advantages Of Irrevocable Trusts For High Net Worth ClientsClick to learn the tax benefits of using an irrevocable trust.