30 Apr Myth: All I Need is a Will

Posted at 12:28h in Estate Planning, Financial Protection, Trusts, Wills

Looking into estate planning leaves many with information overload. You’ve probably heard that “everybody” needs a will. You may have even heard that “estate planning” is important for your family. But what does...

03 Apr Why You and Your Friend Still Need a Partnership Agreement

Posted at 12:22h in Business Planning, Business Succession, Financial Protection

“We were such good friends, we didn’t write anything down. We didn’t think we needed to.” Trevor and Ramon, friends since high school, were bringing their lifelong dream to fruition. They’d...

13 Mar What Do You Do If Your Business Partner Wants Out?

Posted at 16:32h in Business Planning, Business Succession, Financial Protection

Ted and Jay had spent years building their dream company. They operated a regional manufacturing company specializing in crane parts. When they started, they pooled their savings from their corporate...

09 Jan How You Can Really Protect Your Family This Year

Posted at 06:00h in Estate Planning, Financial Protection

New Year, New You? With the holidays over and 2024 getting into gear, how do you feel about the road ahead? Did you make any resolutions? Get to the gym more? Eat...

Attorney Len Garza Estate Law and Business Law with clients

18 Dec How to Safeguard What You’ve Built

Posted at 06:36h in Business Planning, Business Succession, Financial Protection

Critical Questions to Shield Your Business from Unforeseen Catastrophes A Time for Reflection For many people, me included, the end of the year is a time for reflection. What happened this year? ...

28 Nov New Federal Legislation Starts on January 1, 2024. Are You Prepared?

Posted at 07:00h in Business Planning, Corporate Transparency Act, Financial Protection

As a business owner, staying ahead of changes in the law is critical to the survival of your company and its future. The last thing you need is to be...

Garza Law, Successor, Business owners winning strategies For Choosing And Preparing Your Successor

14 Nov Strategies For Choosing And Preparing Your Successor

Posted at 09:00h in Business Succession, Financial Protection

You've dedicated significant time, energy, and resources to build your company. While focusing on the present is essential, it's equally important to plan for the future. One crucial aspect of...

31 Oct Considerations When Choosing A Trustee

Posted at 09:00h in Estate Planning, Financial Protection

Choosing a trustee for your estate is a crucial decision when establishing a trust. A trustee plays a pivotal role in managing the trust assets, ensuring your wishes are carried...

29 Aug Safety for Business Partnerships: Buy-Sell Agreements & Disability Insurance

Posted at 14:23h in Business Planning, Estate Planning, Financial Protection

The Shoemaker’s Kids Have No Shoes Last week I was talking with my friend, Derrick, who runs a successful family insurance brokerage. Derrick told me a harrowing story about when his...

15 Aug The Lawyer with a (Big) Legal Problem

Posted at 08:21h in Business Succession, Estate Planning, Financial Protection

A couple of years ago, Frank, a lawyer, reached out to me for help. His senior business partner, Joe, had died unexpectedly and he was overwhelmed with picking up the...