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
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Foster Children in an Estate Plan
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Avoid These Common and Expensive Mistakes: How to Leave Assets to Minor Children
You love your children and want to ensure that they are always taken care of. However, when leaving money and property to minor children, even the best intentions can lead to big problems.

New Baby? Time to Create Your Estate Plan
Have you just welcomed a baby to the family? Protecting your newborn goes beyond car seats and babyproofing. Ensure that your child is protected no matter what life brings by creating an estate plan.
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Santa Ana, CA 92705