Roulet Law Firm
The deficiencies he saw in the law firm plans were leaving clients and their children at risk: making it more complicated and expensive to pass on their inheritance, risking that their children would receive their inheritance unprotected, exposing them to the possibility that their children could be raised by people they never intended, and leaving them without the authority to make critical medical decisions (Link to Warning Report) for loved ones. He saw how giving more careful attention to each client's business plans could help save taxes and offer better protection.
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- Florida Snowbird and Relocation Planning
- Elder Law and Long-Term Care Planning
- Protecting Minor Children
- Special Needs Planning
- Protecting Your Pets
- Advanced Estate Planning
- Business Services
- Wealth Preservation & Advanced Estate Planning
- Asset Protection
Sentiment Analysis
I have used Chuck on several work related projects over the past decade or so.
Extremely professional, competent, responsive and thoughtful--Chuck knows trusts and estates.
The real deal - extremely knowledgeable with respect to estate and succession planning.
Great free webinar on estate planning.
His knowledge of changes was tremendous for my clients and myself as well.
Just finished the THE BASICS OF ESTATE PLANNING FOR NON-LAWYERS webinar.
As an accountant I found this to be concise and informational.
Really knows his stuff and very helpful
Charles proved a very knowledgeable lawyer in the area of estate planning.
Chuck presented an excellent webinar on 4/18/19 through CPA Academy on the subject of "Estate Planning Boot Camp.
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