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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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.
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Transfer on Death Deeds vs. Trusts: Why a Trust May Be the Better Choice for Your Home & Estate PlanComparing Transfer on Death Deeds (TODDs) and trusts? Discover why trusts offer more flexibility, protection, & peace of mind than TODDs in your estate plan.
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Estate Planning Essentials For New Florida Residents: Adapting Your PlanClick here for the estate planning essentials you need to update after a move to Florida.
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The Hidden Dangers of Adding Your Children to Your Home's TitleDiscover why adding your children to your home's title can backfire. Learn safer ways to protect your assets and ensure your family's financial security.
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The Hidden Dangers of Transfer on Death Deeds: What You Need to Know Before Making This Risky MoveDiscover the risks of Transfer on Death Deeds (TODDs), from legal complications to no protection from nursing homes. Learn why it might not be the best choice
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Estate Tax Implications For Florida Residents: What You Need To KnowReducing the size of your estate through strategic property transfers can have substantial tax implications for your beneficiaries. Click here to learn more.
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Organ And Tissue Donation And Your Estate PlanClick here to learn more about how to factor organ donation into your estate plan.
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What’s The Worst That Can Happen To My Family If I Die Or Become Incapacitated Without An Estate Plan?If you die or become incapacitated before making an estate plan, the impact on your family may be considerable. Click here to learn more.