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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Why Smart Families Put Everything in a Trust: The 5 Hidden Benefits Most People Never ConsiderDiscover why wealthy families use trusts to avoid probate, protect assets from divorce, and maintain privacy. Learn the 5 key benefits of using a trust.
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Minnesota's New Trust Laws: 7 Game-Changing Updates That Could Save Your Family Thousands (And Protect Your Legacy for Centuries)Minnesota's new trust laws offer powerful new ways to protect your family's wealth, avoid probate, and save on taxes. Discover what these changes mean for you
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Minnesota's $3 Million Estate Tax Trap: Why Smart Families Are Moving to Florida (And What You Must Know First)Minnesota's high taxes are forcing families to flee. Discover why FL relocation isn't as simple as 183 days & how to protect your savings from tax collectors.
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Why These Two Words on Your Home Deed Matter More Than Your WillDiscover the critical difference between "joint tenants" and "tenants in common" on your property deed. One simple mistake could force your family into probate.
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Property Ownership Considerations For Nursing Home CostsProperty ownership could make it easier to cover nursing home costs in Minnesota and Florida. Click here to learn more about your options.
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Your Estate Plan Just Changed - Here's What Every Minnesota and Florida Family Needs to KnowDiscover how The Big Beautiful Bill affects estate planning for MN and FL families. Learn why a $15 million exemption doesn't mean you can ignore planning
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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.