For Married Couples
Create an up-to-code estate plan that reflects your wedding vows
Protect Your Spouse & Property With Proven Estate Solutions
Without a proper estate plan that appoints your spouse as the incapacity decision-maker in advance, he or she will not have the legal authority to make even fundamental decisions for you – or both of you.
For example, medical privacy laws will bar access to medical records and the ability to consult with your attending physician. Financial laws will also limit control over your finances, and IRS regulations will prohibit filing a “legal” joint income tax return.
Merhab Robinson & Clarkson can help you avoid these dire circumstances and plan effectively for the future. We can prepare a custom estate plan that includes effective and legal protections for your spouse. Contact us today for a free consultation.
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
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Pros and Cons of Naming Many Residuary Beneficiaries in a Will or Trust
You have meticulously created your estate plan to ensure that it includes and addresses all of your most important assets (accounts and property). You have reviewed your asset list repeatedly,
Can I Leave My Spouse Out of My Estate Plan?
The relationship between spouses is special in all contexts, not the least of which is the estate planning context. In many instances, you can exclude people from your estate plan,
A Trust for Fluffy or Fido?
Why Every Pet Parent Needs to Consider a Pet Trust Today Estate planning is about protecting what is important to you. Although much of the traditional estate planning conversation focuses
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705