Strategic estate tax planning essentials: 1040 tax document, calculator, pen, and 'taxes' written on paper against a marble background.

Freezing the Size of Your Estate

Strategic Estate Tax Planning Estate tax planning is a crucial aspect of managing one’s financial legacy and ensuring that the assets accumulated over a lifetime are transferred efficiently to future generations. In this article, we will explore the concept of “Freezing the Size of the Estate” as a strategic approach to estate tax planning. Understanding…