Trusts Archives - Garza Law

A professional meeting between three adults in a modern office lounge setting. A man and woman are seated together on a red couch, attentively listening to another man in a blue blazer who is speaking and gesturing with his hands. The atmosphere appears collaborative and conversational, suggesting a consultation, advisory meeting, or business discussion in a bright contemporary workspace.

18 May You Moved to a New State. Your Trust Didn’t Move With You.

Posted at 13:39h in Estate Planning, Trusts

A couple I know spent two decades building a business in New Jersey. They had a solid estate plan. Revocable trust, irrevocable trusts for the kids, powers of attorney, the...

Professional setting with two individuals engaged in a focused discussion—one person gestures toward a laptop screen while the other listens attentively—suggesting a collaborative conversation around financial planning, strategy, or business decision-making.

21 Apr The Wealth Transfer Strategy That Starts With a Gift Worth Almost Nothing

Posted at 03:47h in Estate Planning, Financial Protection, Trusts, Uncategorized

What if you could transfer millions of dollars to your children or grandchildren while making a gift that, on paper, is worth almost nothing? That’s exactly what a Grantor Retained...

Professional setting: Three business professionals stand in a bright, modern office corridor with a glass ceiling, engaged in an animated discussion. One man gestures while speaking, as two women listen and respond, suggesting a collaborative conversation or strategic meeting.

24 Mar The Hardest Conversation in a Family Business: Should We Keep It or Sell It?

Posted at 08:30h in Business Planning, Business Succession, Estate Planning, Financial Protection, Investment Banking, Trusts, Uncategorized, Wills

There’s a conversation that most family businesses need to have but almost none of them do. It’s not about strategy or marketing or even money. It’s simpler than that. And...

Three professionals engaged in a focused discussion inside a modern office space, with one man gesturing as he speaks while a woman and another man listen attentively, suggesting a serious business or advisory conversation.

17 Mar When Your Child’s Divorce Becomes Your Estate Plan’s Biggest Threat

Posted at 07:45h in Estate Planning, Financial Protection, Trusts, Uncategorized

When planning your estate, most families focus on taxes, asset distribution, and wealth transfer. But one of the biggest threats to your legacy often goes overlooked: your child’s divorce. With...

16 Feb What’s Fair? Choosing One of Your Children as Your Successor

Posted at 11:35h in Business Planning, Estate Planning, Trusts

Choosing one child as your business successor is one of the most emotionally complex decisions a family business owner will face. When only one child works in the company and...

Most successful business owners don’t ignore estate planning.

06 Jan The Top 10 Planning Ideas Affluent Families Should Address in 2026

Posted at 07:16h in Estate Planning, Financial Protection, Investment Banking, Trusts

Affluent families and successful business owners often assume their estate plans are “done.” Documents were drafted years ago, trusts were created, and everything appears to be in place. But estate...

16 Dec Your Trust Is Useless Until You Do This

Posted at 03:59h in Business Succession, Estate Planning, Financial Protection, Investment Banking, Trusts, Uncategorized, Wills

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...