Blended Families
New family structures need updated directives and documentation
Honor Your Vows and Protect Your Expanded Family
Without proper estate planning for blended families, your children and new spouse could face major legal complications at the worst possible time. Assets representing a lifetime of hard work can be lost in short order.
If you already have an estate plan from a previous marriage, Merhab Robinson & Clarkson can help bring it up to code so that it protects your newly blended family. This includes titling your respective assets in the names of both spouses and designating one another as the primary beneficiary of your respective retirement plans and life insurance policies.
Latest Blogs
Why Retirement Is the Right Time to Revisit Your Estate Plan
Whether you are approaching retirement or already in it, this stage calls for a fresh look at your estate plan and timely adjustments that match your next chapter.
Why Receiving an Inheritance Changes Your Estate Plan
A well-designed estate plan can help anticipate and mitigate these risks by providing structure, guidance, and protection around inherited wealth.
When Your Parent Plans to Disinherit Your Sibling
As the child who was not cut out of the estate plan, you may find yourself in an especially delicate spot, particularly if your parent named you as the executor (also called a personal representative) or trustee in their estate plan.
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