Onyx Law Group
By Candace Cho
April 13th, 2025
An estate freeze is a strategy used to lock in the current value of an individual’s estate for preserving wealth, minimizing tax consequences, lowering probate fees, and ensuring the smooth transfer of assets to the next generation.
An estate freeze can be a highly effective planning tool, and it’s certainly a valuable strategy to consider, especially if you’re a business owner or a high-net-worth individual. However, estate freezes are complex and should only be used in certain situations, customized to your unique needs and goals.
This post will answer important questions such as what an estate freeze is, how an estate freeze works, why implement an estate freeze, and how to do an estate freeze. Knowing the answers to those questions will help you decide if you should further explore an estate freeze as part of your plan for the future.
