Nearing Retirement
Approach your next chapter with the peace of mind you deserve
Comprehensive & Cohesive Solutions For Whatever The Future Holds
When retirement is on the horizon, it’s important to ask a few hard questions.
How will you pay for long-term care if you need it?
Is your children’s inheritance protected?
Is your spouse secure?
Nearing retirement is a good time to create or update your estate plan and to make sure your family members have their own plans in place too. Merhab Robinson & Clarkson can customize a plan that preserves and protects your assets, relationships, and legacy.
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
Latest Blogs
Beware of Nonlawyers Acting Like Lawyers
When people think about creating an estate plan, they may think it just involves getting a set of forms that convey their wishes regarding their finances, health, and what will
What Is the Difference Between a Probate and Trust Administration Attorney and an Estate Planning Attorney?
Estate planning attorneys and probate and trust administration attorneys play crucial but distinct roles involving wealth preservation.
Let’s Do the Math: How Does the Generation-Skipping Transfer Tax Work?
You may have considered creating a trust to transfer wealth to your grandchildren and great-grandchildren. But you may not have considered how the generation-skipping transfer (GST) tax could affect this
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705