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...
As the year comes to a close, I wanted to pause for a moment and personally thank you for being part of my world this past year. Your trust, support,...
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...
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...
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 —...
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...