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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About 90 million Americans depend on life insurance for financial protection and retirement security.[1] An almost equal number say that they either do not have any life insurance or need
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Creative Uses for Life Insurance
According to a new study from LIMRA and Life Happens, two nonprofit industry trade associations, a record-high number of American adults—approximately 102 million—either do not have life insurance or do
Request A Meeting Today!
Connect with Merhab Robinson & Clarkson today for an assessment of your legal needs.
1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705