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
Latest Blogs
Life Estate vs. Right of Occupancy Trust: Which Is Right for You?
Planning for the future of your home can be complicated, especially when you want to ensure that a loved one can continue living there after you are gone. Two common
Caution: Your Traditional Asset Protection Plan Is Set Up to Fail
You may be surprised to learn that, not only has asset protection planning been around for a long time, but you likely have already engaged in it at some point.
AB Trusts — Do You Need to Get Rid of Yours?
If the last time you and your spouse updated your estate plan was more than a decade ago, your estate plan may contain what is sometimes referred to as AB
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