In the ever-changing world of law, there are always new developments to stay aware of. As a Maple Grove 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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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 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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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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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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Who Is Eligible For Social Security Survivor Benefits?Learn more about Social Security survivor benefits and who can receive them.
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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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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.