Establish Florida Residency and Protect Your Assets

Establish Florida Residency and Protect Your Assets

As a Florida snowbird or transplant from another state such as Minnesota, Wisconsin, Michigan or Illinois who has moved to Venice, Sarasota, Bradenton, Englewood or North Port, you want to keep more of the nest egg you've worked hard for. In addition to the beautiful year-round weather, you likely also want to take advantage of Florida's advantageous tax climate and avoid paying taxes in your old state in your retirement years.

That's why establishing Florida residency and updating your estate plan is critical.

Roulet Law Firm, P.A. has nearly 30 years of experience helping our clients preserve, protect and pass on what matters most to them through custom-tailored planning and are uniquely positioned to help couples when relocating to Florida's Gulf Coast.

Led by attorney Chuck Roulet, our legal team handles all aspects of establishing Florida residency to reduce or even eliminate state income taxes from Minnesota or your other previous home state.

We also create customized estate plans tailored to Florida laws including:

  • Florida wills, trusts, powers of attorney for finances and health care directives,
  • Careful asset titling to avoid probate
  • Florida community property trusts, spousal lifetime access trusts and other complex trusts to minimize or even avoid estate taxes
  • Provisions to protect your children and grandchildren in the event they get divorced, have creditor claims and even taxes in their estate

Dual-State Experience You Can Trust

As one of only a small handful of attorneys licensed to practice law in both Minnesota and Florida, and with offices and staff in both states, Chuck Roulet and his team are uniquely qualified to help you and your family navigate the legal requirements of being a Florida snowbird or moving here. Chuck Roulet is a nationally-recognized attorney, author and speaker. He is the author of several books and consumer guides on estate planning and asset protection. He has taught continuing education classes to over 35,000 of his colleagues and other financial professionals across the globe and has been interviewed by and appeared in USA Today, The Epoch Times, Live Life Large, CNN, Money Matters and many more local and national media outlets.

Roulet Law Firm uses this experience to provide sophisticated estate planning, elder law and asset protection services with personal attention from our Venice, Florida office serving clients and their families in Sarasota, Bradenton, North Port and Englewood.

Better Protection Than Old, Outdated or DIY Documents

Outdated, DIY or documents prepared in your old state of residence may not conform to Florida laws and may even count against you when you seek to establish Florida residency for tax purposes. We customize plans to meet current statutes and your family's needs.

Plan For Incapacity, Not Just Your Passing

Proper estate planning involves documents for asset management and healthcare decisions if you become incapacitated. We ensure your planning documents work in sync whether you are a snowbird splitting time between Florida and another state or move full-time to the gulf coast.

Plan Ahead to Protect Your Home and Life Savings from Long-Term Care and Nursing Home Costs

If needed, we also help you to protect your home and life savings from long-term care and nursing home costs and can help navigate the rules between Florida and Minnesota.

If you are ready to have us help you navigate the legal requirements of establishing Florida residency and updating your estate plan, contact us today by calling our Minnetonka, Minnesota office at (763) 420-5087 or our Venice, Florida office at (941) 909-4644 or fill out the form to your left and a member of our team will contact your to schedule an appointment.