
How ILITs Help High Net Worth Families
“But I thought life insurance wasn’t taxable?” I was meeting with Saul, a wealthy real estate investor, about his estate planning. Saul owns properties in multiple states, has multiple other
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EXCELLENT Based on 35 reviews David RalphJanuary 22, 2024Trustindex verifies that the original source of the review is Google. I am extremely satisfied with the legal advice Len Garza provided me regarding my property and trust issue in New Jersey. His knowledge and expertise were invaluable in helping me navigate the complexities of my property and estate issues. I am particularly appreciative of the time he took to listen to my questions and provide me with sound advice. Andy ZinsmeisterJanuary 5, 2024Trustindex verifies that the original source of the review is Google. I recently sought legal assistance from Len and the firm for succession planning and navigating a franchise system. GARZA Law has demonstrated exceptional professionalism and a deep understanding of business succession complexities. The personalized attention and clarity in explanation have been particularly appreciated. Len’s team members are professional, attentive, and helpful. Highly recommend! Susannah BarclayDecember 14, 2023Trustindex verifies that the original source of the review is Google. Excellent experience working with Len Garza. He was efficient in reviewing our license agreement and very good at explaining the provisions. He's very nice too! We highly recommend him! Jennifer AkkawayNovember 28, 2023Trustindex verifies that the original source of the review is Google. I worked with Len recently to negotiate a business contract. He was detail oriented, explained everything clearly, and very professional in his follow up calls and correspondence. I highly recommend his services. Monina TantuicoNovember 17, 2023Trustindex verifies that the original source of the review is Google. We truly appreciate the patience, expertise, and professionalism of Len Garza and Aline Hargrave during our estate planning. We now have peace of mind because of them. Adrienne FabozziNovember 3, 2023Trustindex verifies that the original source of the review is Google. I highly recommend Len Garza and his firm. Len helped me navigate through some legal issues with my business. He is incredibly professional and personable. He and his staff are very detail oriented and extremely helpful. I cannot recommend them enough! Jason HayesNovember 2, 2023Trustindex verifies that the original source of the review is Google. Len and his team have been integral part of helping us with developing a contract for my company and also ownership transfer. He is very knowledgeable, friendly, and efficient. They will be an important part of our growth into the future. Stephen WoodyardOctober 31, 2023Trustindex verifies that the original source of the review is Google. It’s important that everyone knows that GARZA Law LLC provided the expertise beyond my dreams. They have taken my dream and turned it into a corporation that is the further for my newly approved patent. They are extremely professional and efficient! We look forward to our growth with Len Garza’s fantastic firm! Mark AngeloneOctober 4, 2023Trustindex verifies that the original source of the review is Google. Len and his team are amazing! Helped me finalize my will in just a few weeks and awesome to work with. Highly recommend!! Rosetta CaravelloAugust 21, 2023Trustindex verifies that the original source of the review is Google. We had the pleasure of working with Mr. Garza, a highly professional and compassionate attorney who provided us with a comprehensive consultation during the planning phase.
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“But I thought life insurance wasn’t taxable?” I was meeting with Saul, a wealthy real estate investor, about his estate planning. Saul owns properties in multiple states, has multiple other
As 2025 gets into full swing, families and business owners should prepare for the opportunities and challenges that the year may bring. With the holidays behind us, now is the
For many high-net-worth families, a business represents not just wealth but a legacy. Passing it on to the next generation in a tax-efficient manner is a key estate planning goal.
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.
Based in New Jersey. We’re 100% remote and proudly serve clients nationwide.
Gain insight into your areas of vulnerability with our Free 360 Legal Accessment.
Based in New Jersey. We’re 100% remote and proudly serve clients nationwide.