Estate Freeze
An Estate Freeze is a powerful tax and succession planning strategy designed to help business owners and investors transfer future growth and wealth to the next generation — while locking in the current value of their estate for tax purposes.
In simple terms, an estate freeze allows you to “freeze” the value of your ownership today, so any future increase in value will accrue to your successors, such as children or a family trust. This ensures a smooth transition of wealth, reduces future tax liability, and protects family assets.
How an Estate Freeze Works:
An estate freeze is not just a tax strategy — it’s a way to ensure your life’s work continues to benefit your family, your business, and your legacy for generations to come.
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Disclaimer: Although Sharma Wealth Management aims for accuracy, we assume no responsibility for errors or omissions; tax laws and estate-planning rules may change, and individuals should obtain personalized professional advice before implementing an Estate Freeze.