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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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.
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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.