Granting equity to key people can be one of the most powerful tools a closely held business owner has to reward performance, retain talent, and align long-term incentives. But without...
What should you do with highly appreciated stock when you want to pass it on to your child without triggering unnecessary taxes or giving up control? This question commonly arises...
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...
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...
When a business partner dies without proper estate planning, their lack of organization can become your legal and financial crisis. Many successful business owners protect their personal estates with trusts,...
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...
Thinking about buying your boss’s business? It might seem like the opportunity of a lifetime — a natural next step after years of loyalty and hard work. But before you...
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...
