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,...
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...
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...
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....
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 —...
