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 Phone Call Everyone Dreads: Mom's in Memory Care, Now What?When a parent enters memory care, families face emotional and financial crises. Learn how to protect your home and life savings from nursing home costs.
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The $1.5 Million Mistake: Why Your "Simple Will" Could Bankrupt YouA "simple will" could cost your family $1.5 million or more in probate costs, nursing home spend-down, and lost asset protection. What you should do instead
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The Post-Election Florida Migration: What You Must Know Before You MoveMoving to Florida from NY, NJ, or VA after the 2025 elections? Learn why simply spending 6 months in Florida won't establish residency and what you need to do.
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Do Your Parents Have an Estate Plan? The Critical Conversation the Sandwich Generation Needs to HaveLearn the critical estate and elder law planning steps to protect your parents' home, savings, and legacy. A guide for sandwich generation caregivers
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Why Your Revocable Trust Isn't Protecting Your Home (And What Actually Does)Learn why a revocable trust alone won't protect your assets from nursing home costs and what additional planning you actually need for real protection.
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Why Staged Distributions Are a Financial Crapshoot (And What Smart Parents Do Instead)Staged trust distributions create dangerous windows of vulnerability. Learn why "half at 25, rest at 30" could expose your children to divorce and creditors.
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Why Your Estate Plan Might Be Putting Your Home, Your Life Savings, and Your Kids at RiskYour basic will or trust might not protect your kid's inheritance from divorce, lawsuits, or bad decisions. Discover why and what smart families do instead.
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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.