Nearing Retirement
Approach your next chapter with the peace of mind you deserve
Comprehensive & Cohesive Solutions For Whatever The Future Holds
When retirement is on the horizon, it’s important to ask a few hard questions.
How will you pay for long-term care if you need it?
Is your children’s inheritance protected?
Is your spouse secure?
Nearing retirement is a good time to create or update your estate plan and to make sure your family members have their own plans in place too. Merhab Robinson & Clarkson can customize a plan that preserves and protects your assets, relationships, and legacy.
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
Latest Blogs
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