U.S. Estate Tax Planning & Estate Tax Filings

Flott & Co. PC provides comprehensive estate planning for individuals, couples, families, and family businesses.  We have particular experience in advising US citizens with dual or multiple nationalities, especially those living outside the United States, and their families with their unique estate planning challenges. Having worked hard for your family, planning for their long-term well-being and financial security will give you comfort that you have fulfilled your obligations to them.

Tax planning is a critical part of estate planning.  We incorporate effective, practical tax saving strategies in all of our estate plans and trusts and estates work.

Our services include:

  • Estate planning
  • Estate tax issues
  • Wills
  • Medical directives (living wills)
  • Living trusts
  • Powers of Attorney
  • Gift planning
  • Irrevocable Trusts

Estate plans distribute property at death, but they can also control management and use of assets in the event of disability, establish a program of the care of children, and provide lifetime protection for them and their descendants against the loss of assets to divorce, lawsuits, and estate tax.  Creating a plan is the first step.  Every plan should be reviewed periodically to ensure it is relevant to changing circumstances.  Annual reviews provide an opportunity to consider the appropriateness of your estate plan as your life evolves.