Charitable Planning
Do good and deduct taxes with the right strategy for your legacy
Custom Solutions For Effective Estate Stewardship Since 1997
Charitable giving is a common and important component of many estate plans. In addition to the personal satisfaction that donating to a benevolent cause provides, most gifts also generate a current charitable income tax deduction.
Some giving strategies also produce estate tax deductions, save capital gains taxes, and increase income. The right strategy can even provide you or someone you designate with an income for life.
Many individuals would rather make a charitable gift than pay taxes from their estate, and Merhab Robinson & Clarkson can make that preference a reality. MRC can empower you to leverage these strategies with a remainder trust, gift annuity, or lead trust that ensures your assets are stewarded appropriately in the future.
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
Latest Blogs

Estate Planning Truths: Debunking Common Misconceptions
From who can make decisions for you to whether you need an estate plan, common myths can stand between you and a secure future. Let’s debunk these widespread misconceptions and reveal four essential truths about effective estate planning.

Do I Need a Will or a Trust?
Everyone needs a will, a trust, or both. These important tools ensure that your legacy will be carried out according to your wishes and allow you to provide for loved ones after your passing. A properly prepared trust can also help avoid probate.

Why a Trust for Your Child Should Mature with Your Child
Like your living, breathing child, the trust you create for them must grow as they do. It should be a flexible, evolving legal tool that matures alongside them, from first steps to first jobs, from childhood to adulthood. You may not always be there, but with the right trust setup and thoughtful updates, your care and protection can be.
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Connect with Merhab Robinson & Clarkson today for an assessment of your legal needs.
1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705