Estate planning is for anyone who has people in their lives who they care about deeply. You are ensuring that should anything happen to you, your children will be well cared for and everything you've worked so hard for will be divided properly and easily. By being proactive about estate planning, you can have the peace of mind that your family will be comfortable when you're gone.
Let's Get Personal
Attorney Chuck Roulet feels so strongly about personalized estate planning in Minnesota and Florida because there was a time in his life where he almost left his young family with a lot of questions. Nearly a decade ago, Chuck was given 48 hours to live and he had to say goodbye to his wife and 3-year-old daughter. That night at the hospital, he realized that although he had graduated at the top of his law school class in estates and trusts and been trained by top lawyers in Washington, DC and Minneapolis, he still left gaps in his planning. He would be leaving his daughter a pile of life insurance money and some photos in a scrapbook—but nothing that told her who he was and what he wanted for her.
After that scary time in his life, Chuck changed the way he did things for his clients. When you work with Chuck, he will get to know you on a personal level and really dig deep for what matters the most to you. He knows that every person is unique, which means that every estate will be unique as well.
Your Estate Planning Options
Located in Minnesota and Florida, Roulet Law works with a variety of Minnesota and Florida residents. Our clients each have very specific and individual needs, and we cater to them by offering a wide range of estate planning services:
- Trusts
- Wills
- Protection for Minor Children
- Special Needs Planning
- Health Care Directives
- Powers of Attorney
- Irrevocable Life Insurance Trusts (ILITs)
- General Irrevocable Trusts
- Charitable Planning
- Legacy Planning
In Your Own Words
It's one thing to write down your final wishes, but what if you could tell your family yourself after you're already gone?
Along with drafting any necessary legal documentation for your Minnesota and Florida estate planning, Attorney Chuck Roulet also offers a very special video option to clients. He will conduct a video interview where you can talk about what you want to happen after you pass and how assets should be divided. You can even give instructions to the guardians for your children. This is a great way to make sure that your wishes are heard, and it is also a wonderful gift to your family.
Free Initial Consultation
Planning your estate also comes with a lot of questions; call us so we can understand your concerns and goals. We will get to know you in that free first consultation and then discuss an appropriate plan that will suit your lifestyle. Call a Minnetonka financial planning attorney at Roulet Law today at 763-420-5087 and we will get you started on the path to estate planning.
Chuck has also written a book specifically about business planning, so if you are thinking about starting your own small business, or already have, download a free copy of Be Your Own Boss: A Fast and Friendly Legal Guide to Starting Your Own Business.