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
What Is a Residuary Clause and Why Is It Important?
With a residuary clause, you can intentionally disburse any items inadvertently left over to a named beneficiary or group of beneficiaries.
What Happens to Real Estate With a Mortgage When I Die?
Your mortgage does not simply disappear when you die. A few different scenarios can unfold, depending on the estate plan instructions.
Saying Goodbye Is Hard: How a Comprehensive Estate Plan Can Help
Estate planning can address your end-of-life wishes and expenses involved when it is time to say goodbye to your loved ones.
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Connect with Merhab Robinson & Clarkson today for an assessment of your legal needs.
1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705