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 —...
As your business grows, retaining and rewarding your top performers becomes essential — but giving away equity isn’t always the smartest move. This article from Garza Business & Estate Law...
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...
This blog explores how trusts form the backbone of true legacy planning, contrasting revocable (living) trusts—which keep families out of court and maintain flexibility—with irrevocable trusts, which serve as advanced...
Many affluent families believe they’ve avoided probate and secured their legacy by relying on TODs (Transfer on Death designations), PODs (Payable on Death instructions), joint accounts, and beneficiary forms....
Think “My spouse gets everything” is enough? Think again. Learn why this common estate planning myth puts your legacy—and your children—at risk. Discover how real planning protects your wealth beyond...
When it comes to selling your business, what you don’t know—or assume—can cost you millions. In high-stakes M&A deals, experienced buyers are counting on sellers to make critical mistakes before...
Avoid probate, conflict, and costly legal mistakes with the right estate planning attorney. Discover 10 must-ask questions to protect your legacy, family, and business from generic wills and failed plans....
You’ve finally done it. After years, maybe decades, of building your company from the ground up, you’ve attracted serious buyer interest. They seem genuinely enthusiastic, impressed by what you’ve built. You’ve...
