Free Books and Reports

Our free reports can help you better understand your situation and help you make the right decisions. These books are FREE for Minnesota residents. Download your copy today!

Estate Planning Check-Up: Will Your Estate Plan Actually Work When Your Family Needs it Most?

What Happens to Them? What Every Parent Needs to Know About Estate Planning

<u>FREE REPORT:</u> <br>13 Mistakes Parents Make When Naming Guardians For Their Children

<u>FREE REPORT:</u> <br>Warning: Your Parents' Estate Plan May Mean Big Problems For You

Estate Planning Check-Up: Will Your Estate Plan Actually Work When Your Family Needs it Most?

Even if you have an estate plan in place already, recent changes in the law may mean that you and your family are not as protected as you think. Download this report, take the simple quiz and you'll quickly (and easily) know if your estate plan is up-to-date.

What Happens to Them? What Every Parent Needs to Know About Estate Planning

What every parent needs to know about estate planning to protect their children. How to make sure you leave enough. How to protect what you leave for them.

FREE REPORT:
13 Mistakes Parents Make When Naming Guardians For Their Children

You may be surprised to learn that in an emergency, your kids could end up in the care of someone that you would not have chosen. In my free book, you'll learn the steps you can take to legally protect your children and the money you leave for them. Download your copy today!

FREE REPORT:
Warning: Your Parents' Estate Plan May Mean Big Problems For You

Your parents will and/or trust is most likely seriously outdated and may not work when you need it. Learn the pitfalls and how to avoid them.

Register for a Free
Estate Planning Seminar

Join nationally recognized attorney, author, and speaker Chuck Roulet for a fast-paced, informative class on insider tips for how to get the most out of your estate plan.

How We Can Help

At Roulet Law, we keep our offerings very, very focused. This allows us to provide you with personalized attention that other larger firms just can't provide. We are here for your estate planning, business law, and asset protection needs—period.

Protect your home, retirement savings, and spouse from the potentially devastating costs of long-term care and nursing homes. Attorney Chuck Roulet, with extensive experience in Minnesota and Florida, understands the urgency of safeguarding your assets, as medical expenses can easily exceed $100,000 per year. Over 70% of individuals over 65 require long-term care, especially with the prevalence of Alzheimer's. Without proper planning, you risk depleting your savings, losing your family home to the government, leaving your spouse in dire financial straits, and erasing your children's inheritance. The Roulet Law Firm offers personalized elder care plans, ensuring your home, assets, and nest egg are secure, and your legacy remains intact. We utilizes specialized strategies that dispel common misconceptions and provide legal, effective solutions.

Chuck Roulet offers attentive, personalized service at every step in planning for your family’s future. Our comprehensive range of estate planning services includes:

If you've become a Florida snowbird or relocated from states like Minnesota, Wisconsin, Michigan, or Illinois to areas like Venice, Sarasota, Bradenton, Englewood, or North Port, preserving your hard-earned nest egg is crucial. Enjoying Florida's favorable tax climate and avoiding taxes from your former state during retirement is a priority. Roulet Law Firm, P.A., led by attorney Chuck Roulet with almost 30 years of experience, specializes in helping clients establish Florida residency and crafting customized estate plans that adhere to Florida laws. Their services encompass various aspects, including wills, trusts, asset titling, and advanced trusts for estate tax reduction. With Chuck Roulet's dual-state expertise and national recognition, we provide comprehensive estate planning and asset protection services from our Venice, Florida office, serving clients in Sarasota, Bradenton, North Port, and Englewood. We ensure that your estate planning aligns with current statutes, covers incapacity, and offers guidance on protecting your assets from long-term care and nursing home expenses, considering the legal aspects between Florida and Minnesota.

Your hard-earned wealth deserves protection, but without a comprehensive estate plan, it could be susceptible to various drains like taxes, probate fees, mismanagement, divorces, lawsuits, and more. At Roulet Law Firm, attorney Chuck Roulet draws upon over 30 years of experience to create personalized strategies that safeguard your legacy. Failing to plan adequately can jeopardize your family's future in multiple ways, from probate fees to estate taxes, creditor claims, and unintended asset distribution. By implementing tailored solutions such as revocable trusts, charitable trusts, and insurance trusts, we can help you avoid probate, minimize estate taxes, shield assets from lawsuits, ensure responsible inheritance management, and protect your children's financial interests. With a focus on customized protection, we take the time to understand your unique goals and concerns, offering a range of strategies from Bypass and Credit Shelter Trusts to Lifetime Asset Protection Trusts. Whether you prioritize tax savings, creditor protection, or a lasting legacy, we have the solutions. Contact our Venice, Florida office at (941) 909-4644 or our Minnetonka, Minnesota office at (763) 420-5087 to update your existing plan or create a new one. If you're not yet ready to proceed, we offer free resources, including a masterclass to help you understand the benefits of sophisticated planning for managing your affairs and ensuring your assets go where you intend.

An important part of running a successful business in Minnesota is having a solid legal foundation. When you need help choosing a business entity, Roulet Law has the experience to assist you.

Don't let one lawsuit cripple your business. Contact Minnetonka asset protection attorney Chuck Roulet to learn about your options.

I think you've been very professional and easy to work with.Julie

It was a great experience. We'd recommend you to anybody.Ryan and Jana

Thank you so much. Your help was invaluable. I believe that bringing you into this process sped it along.Mary

Chuck Roulet

Attorney, Author, and Speaker

Maple Grove attorney Chuck Roulet practices in the areas of will, trusts, health care directives, powers of attorney, asset protection, and estate tax planning.

Minnesota and Florida Estate Planning, Elder Law, and Asset Protection

You may have a new or growing family, or maybe you're taking steps toward starting a small business. Perhaps you are retired and finally have the free time you've been waiting for. It's an exciting time, but there are probably a lot of "what if's" running through your mind.

"If something ever happened to me, would my kids be in good hands with enough money to live comfortably?"
"Is a will the best option? I keep hearing about trusts. What are the differences and which one would be better for my family and me?"
"Are there ways I can set up my company so I don't pay any more taxes than I have to?"
"How can I best protect my home, my retirement, and my other assets?"

Protecting What Matters Most to You

Roulet Law Firm will help you protect what matters most to you by putting plans in place that will protect your family, your assets, and your business. We take the time to answer each and every one of your questions so you can rest easy knowing that the plan we put in place will help you accomplish your unique needs and goals, whether that's starting a new business or helping ensure that your children would always be raised by the person you want, how you want, and ensure that the money you leave for those you love would be protected.

Attorney Chuck Roulet has also published a book about estate planning for parents with minor children, so even if you are not a Minnesota or Florida resident, you are still able to tap in to his experience by reading What Happens To Them: What Every Parent Should Know About Estate Planning.

What Makes Us Different

Roulet Law is not your typical law firm. Attorney Chuck Roulet graduated first in his class in the area of Estates and Trusts and did the big law firm thing, working in Washington, DC, and Minneapolis. He noticed that many law firms were not adequately serving the needs of families and small businesses.

The deficiencies he saw in the law firm plans were leaving clients and their children at risk: making it more complicated and expensive to pass on their inheritance, risking that their children would receive their inheritance unprotected, exposing them to the possibility that their children could be raised by people they never intended, and leaving them without the authority to make critical medical decisions (Link to Warning Report) for loved ones. He saw how giving more careful attention to each client's business plans could help save taxes and offer better protection.

Chuck went on to establish his own law firm, creating an environment where he could incorporate his detailed knowledge of estate planning, asset protection, and Minnesota business law to create estate plans that better protected his clients and their families, and business solutions that better suited the needs of small businesses.

When you work with Chuck at Roulet Law, you won't have to worry about the meter running while you make life-changing decisions. Chuck wants to be sure that your plans address your unique needs and goals and he doesn't want you to have to worry about hourly rates. You'll know what things cost from the very beginning with flat-fee, value-based billing, and he sets out several options so his clients can select the plan and fee that is right for them.