For Peak Earning Years
Leverage today’s hard work to face your future with confidence
Long-Term Plans & Custom Legal Solutions For Southern Californians
Research has shown that the ages of 40 to 55 are most individuals’ peak earning years. That also coincides with expensive life events and financial responsibilities – which makes this a perfect time to create (or revisit) your estate plan.
Without proper estate planning in advance, your spouse, children, and assets could be tied up in frustrating legal challenges at the worst possible time. But with the assistance of Merhab Robinson & Clarkson, you can put a plan in place that reflects your unique circumstances and protects what matters most.
– 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