03 Mar Your Succession Plan Has a Funding Problem You Haven’t Solved
A buy-sell agreement without proper funding is a broken promise. Learn the four ways to fund a buyout — and why most succession plans quietly fail....
A buy-sell agreement without proper funding is a broken promise. Learn the four ways to fund a buyout — and why most succession plans quietly fail....
Estate planning for real estate investors requires coordinating REITs, partnerships, valuations, transfer restrictions, and liquidity to protect heirs and reduce tax risk....
A holding company can be a powerful planning tool—but only when it’s solving a real problem. Business owners with multiple operating companies, real estate holdings, or long-term succession goals are...
Business partnerships often begin with optimism, shared goals, and a belief that everyone is aligned. In those early stages, many partners rely on template partnership agreements, viewing them as a...
Granting equity to key people can be one of the most powerful tools a closely held business owner has to reward performance, retain talent, and align long-term incentives. But without...
What should you do with highly appreciated stock when you want to pass it on to your child without triggering unnecessary taxes or giving up control? This question commonly arises...
Many affluent families believe their estate plan is complete the moment their trust is signed. In reality, an unfunded trust offers little to no protection and can expose families to...
When a business partner dies without proper estate planning, their lack of organization can become your legal and financial crisis. Many successful business owners protect their personal estates with trusts,...
As we approach Thanksgiving, I want to pause and share a message that’s at the heart of what we do at Garza Business & Estate Law: gratitude. This time of year...
Estate planning for business owners is not about drafting a simple will — it’s about protecting your life’s work, your family, and the business you built from the ground up....