Business Succession Planning
Helping business owners in Southern California prepare confidently for the future
Answering Tough Questions to Secure Your Legacy
Business succession planning is an important component of estate planning for small business owners and family-run businesses in Orange County. Unfortunately, two-thirds of initial transfers fail when a business succession plan has not been put in place.
With Merhab Robinson & Clarkson on your team, you can protect your legacy and your successors with confidence. The MRC team has substantial business experience of our own and can help you customize your arrangements for the future and shield against uncertainty.
Further, MRC can coordinate your estate and financial plans with your business succession plan to ensure a smooth transition without any surprises.
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
Latest Blogs
Pros and Cons of Naming Many Residuary Beneficiaries in a Will or Trust
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and property). You have reviewed your asset list repeatedly,
Can I Leave My Spouse Out of My Estate Plan?
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances, you can exclude people from your estate plan,
A Trust for Fluffy or Fido?
Why Every Pet Parent Needs to Consider a Pet Trust Today Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705