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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Good news in the form of a sudden windfall can put your family in a new financial position that may materially alter your legacy and estate plan. And while it

When an Adult Child Has a Crisis: How an Emergency Can Reshape Your Estate Plan
You never stop being a parent. Even when your child reaches adulthood, they are always in your thoughts—and, in many cases, your estate plan. There may be times when your

Sudden Widowhood: Navigating Legal and Financial Chaos after a Spouse’s Death
You and your spouse planned a life together, and nothing can fully prepare you for their loss. Like most people, you may have let the thought cross your mind only
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1551 N. Tustin Ave.
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Santa Ana, CA 92705