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.
- Page 1
-
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
-
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.
-
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.
-
Die With Zero: Rethinking InheritanceDiscover the emotional and financial benefits of gifting while you're alive, inspired by Bill Perkins' "Die With Zero" philosophy.
-
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.
-
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.
-
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.
-
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.
-
Maximizing Use Of Generation Skipping Transfer Tax ExemptionMaximizing the use of your generation skipping transfer tax exemption can be a powerful strategy for preserving generational wealth. Click here to learn more.
-
Customizing Spousal Lifetime Access Trusts For High Net Worth FamiliesEstate planning is crucial for high-net-worth families, and Spousal Lifetime Access Trusts (SLATs) offer a unique vehicle for asset protection & tax efficiency.
-
Tax Advantages Of Irrevocable Trusts For High Net Worth ClientsClick to learn the tax benefits of using an irrevocable trust.
-
Creating Intergenerational Wealth With An Estate PlanClick to learn from Roulet Law Firm, P.A., how an estate plan can help you preserve your legacy and intergenerational wealth for future generations.