An estate plan can protect you and your loved ones at any age
Avoid Probate & State-Imposed Plans With Your Own Custom Legal Directives
Did you know the law requires every adult American to make his or her own personal, financial and healthcare decisions? If you are legally incapacitated due to a serious injury or illness, you’ll need documentation that will allow your loved ones to make basic choices for you.
Further, in the absence of proper estate planning, your assets may be distributed after death based on “one-size-fits-all” state laws.
If you want to replace that state-written one-size-fits-all estate plan with one that reflects your unique circumstances and objectives, Merhab Robinson & Clarkson can help. Contact us today for a free consultation.
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
As we begin 2024, it is crucial to review estate planning goals and strategies that may be affected by changes in the federal estate tax
If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act
The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation. The Tax Cuts and Jobs Act (TCJA) in 2017