Inheritance & Taxes

INHERITANCE & ESTATE PLANNING

France's inheritance laws likely differ significantly from those in your home country. In coordination with leading French notaires, we assist in coordinating your estate planning in France and your home country.

THIRD AGE AND FOURTH AGE PLANNING & SUPPORT

For those who have retired in France, we provide tailored strategic consultations to support your plans to fully enjoy your life in France and l'art de vivre at every stage.

Particularly adapted for solo residents: thoughtful planning and reliable guidance means that you have our support when it's most needed.

TAXES

We assist in filing French tax forms and coordination with tax filings in your home jurisdiction.

• Implications of becoming a tax resident in France
• Assistance with filing French tax forms
• Coordination with US accountants
• Leveraging of the U.S.-France Tax Treaty. The Foreign Earned Income Exclusion permits Americans to avoid double taxation for revenues up to $130,000.
• Leveraging of the US.-France Totalization Agreement, which prevents payment of social security (retirement) taxes in both countries.