Lawyer With Offices in Florida and Minnesota Blogs About Estate Planning and Business Services

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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
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.
Why These Two Words on Your Home Deed Matter More Than Your Will
Discover the critical difference between "joint tenants" and "tenants in common" on your property deed. One simple mistake could force your family into probate.
Your Estate Plan Just Changed - Here's What Every Minnesota and Florida Family Needs to Know
Discover 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 Planning
Learn 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 Thousands
Learn how to use annual exclusion gifts of $19,000 to transfer significant wealth tax-free. Attorney Chuck Roulet explains how.
Die With Zero: Rethinking Inheritance
Discover 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 Overview
Spousal 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 Beneficial
Learn 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 Beyond
5 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 Know
Learn 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 Exemption
Maximizing 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 Families
Estate 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 Clients
Click to learn the tax benefits of using an irrevocable trust.
Creating Intergenerational Wealth With An Estate Plan
Click to learn from Roulet Law Firm, P.A., how an estate plan can help you preserve your legacy and intergenerational wealth for future generations.