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.
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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.
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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.
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Special Considerations For Snowbirds: Estate Planning For New & Part-Time Florida ResidentsWill your estate plan be legally valid and effective if you have two home states? Click here to learn more
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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.
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Essential Documents To Have Before Your Children Leave HomeTheir are essential legal documents your kids should have in place before they leave for college. Click here to learn what they are.
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What Is The Difference Between An Advance Directive And A Medical Power Of Attorney?Learn the differences between an advance directive and a medical power of attorney, and see how Roulet Law Firm, P.A. can help with individuals’ estate plans.
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Tax Advantages Of Irrevocable Trusts For High Net Worth ClientsClick to learn the tax benefits of using an irrevocable trust.
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Transfer on Death Deeds vs. Trusts: Why a Trust May Be the Better Choice for Your Home & Estate PlanComparing Transfer on Death Deeds (TODDs) and trusts? Discover why trusts offer more flexibility, protection, & peace of mind than TODDs in your estate plan.
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Estate Planning Essentials For New Florida Residents: Adapting Your PlanClick here for the estate planning essentials you need to update after a move to Florida.
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The Hidden Dangers of Adding Your Children to Your Home's TitleDiscover why adding your children to your home's title can backfire. Learn safer ways to protect your assets and ensure your family's financial security.
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The Hidden Dangers of Transfer on Death Deeds: What You Need to Know Before Making This Risky MoveDiscover the risks of Transfer on Death Deeds (TODDs), from legal complications to no protection from nursing homes. Learn why it might not be the best choice
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Estate Tax Implications For Florida Residents: What You Need To KnowReducing the size of your estate through strategic property transfers can have substantial tax implications for your beneficiaries. Click here to learn more.
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Organ And Tissue Donation And Your Estate PlanClick here to learn more about how to factor organ donation into your estate plan.
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What’s The Worst That Can Happen To My Family If I Die Or Become Incapacitated Without An Estate Plan?If you die or become incapacitated before making an estate plan, the impact on your family may be considerable. Click here to learn more.
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Asset Protection Strategies With Irrevocable TrustsLearn about asset protection strategies with irrevocable trusts, and discover how Roulet Law Firm, P.A. can help individuals develop effective estate plans.
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Updating Wills And Beneficiary Designations After Moving To FloridaClick here for the importance of updating wills and beneficiary designations when moving to Florida.
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Why You May Need More Than One Trust for Effective Estate PlanningDiscover why having more than one trust could be essential to protect assets, minimize taxes, and secure your family’s future in light of estate tax changes
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Business Succession Planning and Nursing Home CareIf you are working on business succession planning, have you considered nursing home care as part of your plan? Click here to learn more.
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Ensure The Security Of Your Senior Parents’ Identity And Financial AssetsHave you thought about how to protect your senior parents’ identity and financial assets? Click here to learn more.