For Married Couples
Create an up-to-code estate plan that reflects your wedding vows
Protect Your Spouse & Property With Proven Estate Solutions
Without a proper estate plan that appoints your spouse as the incapacity decision-maker in advance, he or she will not have the legal authority to make even fundamental decisions for you – or both of you.
For example, medical privacy laws will bar access to medical records and the ability to consult with your attending physician. Financial laws will also limit control over your finances, and IRS regulations will prohibit filing a “legal” joint income tax return.
Merhab Robinson & Clarkson can help you avoid these dire circumstances and plan effectively for the future. We can prepare a custom estate plan that includes effective and legal protections for your spouse. Contact us today for a free consultation.
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
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Creating an estate plan is an important step in protecting your loved ones and ensuring that your assets are distributed according to your wishes.

Estate Planning for Schoolteachers: How Your Benefits Come into Play
Teachers often have a unique financial portfolio—pension rules, supplemental retirement accounts, and district benefits layered on top of everyday assets. Comprehensive estate plans acknowledge this complexity and coordinate all the moving parts.

Your Family’s Estate Road Map: A Step-by-Step Guide to Managing Assets and Wishes
To keep your estate plan on track, you need an estate road map that shows your loved ones where to go and what to do, with regular updates to keep it accurate.
Request A Meeting Today!
Connect with Merhab Robinson & Clarkson today for an assessment of your legal needs.
1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705