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,...
Affluent real estate investors spend decades building their portfolios—spotting opportunities others miss, navigating market swings, repairing what breaks, and reinvesting through every season. But the truth few investors realize is...
Thinking about buying into a franchise? Before you sign on the dotted line, make sure you understand exactly what you’re agreeing to. Franchising can be a powerful way to build...
Estate planning becomes significantly more complex when one spouse is not a U.S. citizen. Most married couples can transfer assets freely between each other using the unlimited marital deduction —...
Thinking about buying your boss’s business? It might seem like the opportunity of a lifetime — a natural next step after years of loyalty and hard work. But before you...
When selling your business, the final stretch should be a victory lap — not a nightmare. Yet countless business owners watch their hard-won deal unravel just days before closing when...
Thinking about buying your boss’s business or taking over a client book? Before you sign anything, make sure you understand what you’re really buying. In this eye-opening article from Garza...
Selling your business to a trusted key employee may seem like the safest, most natural exit strategy, but without proper planning it can become a financial and emotional disaster. Many...
You’ve spent decades building your wealth—businesses, investments, real estate, and a lifetime of sacrifices. But what happens when your children inherit everything at once—without guidance or safeguards? Without a strategic...
