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Sunday, November 30, 2014

Estate Freeze: Don't Get Caught Out in the Cold if You're Doing One

The latest issue of Succession Planning Magazine is out, and the cover story - as the title above suggests - is about estate freezes. Those of you who own a company may be familiar with this concept, which transfers ownership and future tax growth to your successors. It's a tool to be considered when you set up your business succession plan. The story explains how they work, and gives some ideas about what needs to be done to ensure things work out as planned. I was interviewed for the story, as were several other practitioners. Click here to read it.

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