An estate freeze is a powerful estate planning tool — but only when used appropriately. When I ask if you want to throw away 25% of your estate, of course most people answer NO. An estate freeze is a tool that can help prevent this.
This session explains:
- The purpose of an estate freeze
- What an estate freeze is and how it works
- Who should consider one
- How it fits into long-term tax and estate planning
Resources
For additional resources related to this topic, see:
More questions?
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Remember – circumstances are unique! This information is summary in nature. Seek out advice from your tax advisor about your specific situation.