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...
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...
Selling your business is supposed to be the reward for years of hard work—but many owners are shocked to learn that the deal isn’t truly “done” at closing. Even after...
Are you leaving your corporate job to start your own business? Before you celebrate the freedom of entrepreneurship, you need to be aware of the hidden legal risks that could...
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....
Selling your business should be the culmination of decades of work—the moment you and your family finally realize the reward of everything you’ve built. Unfortunately, many owners fall victim to...
Discover why 50/50 business partnerships often fail and how to protect your company, profits, and relationships from the equal equity trap....
And How to Avoid a Financial Nightmare How “Saving” on Legal Fees Cost One Buyer His Dream . . . and Nearly Bankrupted Him Two years ago, “David” thought he’d scored the...
