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  • Who We Are
    • For Business Owners
    • For Estate Planning
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    • Business Planning
    • Business Succession
    • Estate Planning
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    • Blog
    • Featured In News & Media
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What’s Fair? Choosing One of Your Children as Your Successor

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...

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Real Estate Decisions for Unmarried Couples

12 Jan Real Estate Decisions for Unmarried Couples

Posted at 10:20h in Estate Planning, Financial Protection, Investment Banking

Buying real estate together is a major milestone for many unmarried couples. Whether it reflects a long-term commitment, a shared investment strategy, or a practical step toward building stability, co-owning...

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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...

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Your Trust Is Useless Until You Do This

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...

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The Real Estate Investor’s Estate Plan

02 Dec The Real Estate Investor’s Estate Plan: Trusts, Entities, and Tax Strategies for Affluent Investors

Posted at 04:16h in Estate Planning, Financial Protection, Investment Banking, Trusts, Wills

Affluent real estate investors spend decades building their portfolios—spotting opportunities others miss, navigating market swings, repairing what breaks, and reinvesting through every season. But the truth few investors realize is...

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A Thanksgiving Message

25 Nov A Thanksgiving Message to the Families and Business Owners We Serve

Posted at 05:50h in Business Planning, Business Succession, Corporate Transparency Act, Estate Planning, Investment Banking, News & Media, Uncategorized

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...

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Estate Planning for Business Owners

18 Nov Estate Planning for Business Owners  Are You Prepared?

Posted at 05:34h in Business Planning, Business Succession, Estate Planning, Trusts, Wills

Estate planning for business owners is not about drafting a simple will — it’s about protecting your life’s work, your family, and the business you built from the ground up....

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Trusts: Revocable vs. Irrevocable – Can They Help You?

07 Oct Trusts: Revocable vs. Irrevocable – Can They Help You?

Posted at 05:52h in Estate Planning, Trusts, Uncategorized, Wills

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...

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When Your Children Aren’t Ready for Your Wealth

19 Sep When Your Children Aren’t Ready for Your Wealth

Posted at 13:19h in Business Succession, Estate Planning, Financial Protection, Trusts, Wills

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...

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The Illusion of a Complete Plan

01 Sep TODs, PODs, and Joint Accounts:  The Illusion of a Complete Plan

Posted at 14:00h in Business Succession, Estate Planning, Financial Protection, Trusts, Uncategorized, Wills

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....

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Call: (609) 237-0310

Email: [email protected]

Based in New Jersey. We’re 100% remote and proudly serve clients nationwide.

Schedule Free Initial 15-min Call

Top Rated Business & Estate Lawyer

Rated By Super Lawyers Len Garza
Peer Rated for Highest Level of Professional Excellence
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