Legal Life Planning for Businesses and Families

Attorney Len Garza Estate Law and Business Law with clients

Legal Life Planning for Businesses and Families

Estate Planning Services New York

What Happens To Your Business and Family If Something Happens To You?

We're Here To Help With These Questions

We've created a Free 360 Legal Assessment to help you learn more about your areas of vulnerability.

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Our lawyers help you build, grow, and protect your legacy for your loved ones. We work with you to understand your unique business and family situation to develop a plan and structure to protect what you’ve worked so hard to build. To find out more about how you can start on this important planning, schedule a 15-Min FREE Consultation today.


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Life Insurance Isn’t Just for When You Die

Life Insurance Isn’t Just for When You Die—Here’s How It Can Protect Your Wealth Right Now

Life insurance isn’t just for when you die—it’s one of the most powerful, underutilized tools for protecting and growing your wealth while you’re still alive. For high-net-worth business owners, life insurance offers far more than a simple death benefit. It acts as a private, tax-advantaged wealth reserve that shields assets from market volatility, lawsuits, creditors, and even the IRS. Unlike stocks, bonds, or risky alternatives, cash value life insurance provides guaranteed growth, liquidity, and protection—making it a cornerstone in any risk-mitigated financial strategy. Structured correctly, it can offer tax-free access to capital, fund estate taxes without selling off assets, and provide financial stability in uncertain times. Even better? In many states, it’s protected from legal judgments and creditors, giving you an untouchable pool of wealth that’s both private and secure. Whether you’re looking to diversify your financial strategy, reduce estate tax exposure, or create a financial cushion for your business, life insurance can deliver unmatched advantages—today. Most business owners only discover its benefits after losing millions to taxes or market downturns. Don’t be one of them. If you’re not leveraging the living benefits of life insurance, you’re leaving money, protection, and opportunity on the table. Discover how to integrate this powerful tool into your wealth plan before it’s too late.

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Business Succession Planning

What’s Your Legacy?

Proper plans for the future include preparing for unexpected, but also preparing and planning for your business for your exit. Smart business strategy for today’s business decisions, growth, and development processes starts by considering your legacy and business after you leave.

business succession planning

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