Life Stages
Protect what you have and what you leave behind
Proven & Professional Solutions For Personal Decisions
Whatever stage your life is in, now is a good time to consider your plans and needs for the future.
If you do not have an estate plan, California state laws will determine how and to whom your assets will be distributed. And even if you have a last will and testament, it doesn’t have any legal authority if you are incapacitated or help your estate avoid probate.
Individuals and families in Orange County who need guidance in these areas have partnered with Merhab Robinson & Clarkson since 1997. We can provide counsel and customized solutions that include trusts, powers of attorney, advanced directives and health care documents, and anything else you need to secure your future with confidence.
Estate Planning For:
Singles
Singles
Married Couples
Married Couples
Minor Children
Minor Children
Blended Families
Blended Families
Peak Earning Years
Peak Earning Years
Nearing Retirement
Nearing Retirement
Retirement
Retirement
Divorced
Divorced
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
Latest Blogs

The Risks of an Unfinished Estate Plan—and Why You Should Complete Yours
Planning for the future, especially your own mortality, is never easy. Even when you understand the importance of creating a will or trust to protect your loved ones, finding the motivation to complete an estate plan can be difficult. Yet an unfinished estate plan is almost as risky as having no plan at all. Without finalized documents, your wishes may not be honored, your family may face unnecessary stress, and your estate could go through a time-consuming legal process.

The Call That Sounded Like a Scam—But Turned Out to Be an Inheritance
To ensure that what you leave for your loved ones goes to the people you intend, make a plan. Without clear records, communication, and estate planning, today’s forgotten asset can become tomorrow’s mystery—something your family has to rediscover, research, and piece back together on their own. Otherwise, for them, it may start the same way: with a phone call that sounds exactly like a scam.
Seven Estate Planning Traps Most People Miss—and Seven Questions to Audit Your Family’s Future
Your estate plan needs to keep up with you. The problem is that your estate plan does not update itself. Documents you signed years ago may still be legally valid, but that does not necessarily mean that they still reflect your life today or that they will work the way you expect when they are needed.
Request A Meeting Today!
Connect with Merhab Robinson & Clarkson today for an assessment of your legal needs.
1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705