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
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Comprehensive estate planning involves more than just planning for your legacy after your death, it also plans for cases of incapacity.
Who Should Be the Trustee of a Third-Party Special Needs Trust?
If you want to ensure that a loved one with a disability is taken care of after you are gone, you can use a special needs trust.
Estate Administration Details that TV and Movies Get Wrong
While television and movies provide great entertainment, the embellishments in them can lead to misconceptions about estate administration.
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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