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
Should the Trustee of My Trust Be Different during My Incapacity Than at My Death?
When you create a trust, choosing a trustee is one of the most important decisions you will make. If you create a revocable trust—that is,
Could a Testamentary Trust Be What Your Loved Ones Need?
One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or
Bills and Services to Cancel—and Keep—When a Loved One Dies
A loved one’s passing is challenging on many different levels. In addition to the emotional difficulty of processing someone’s death, there are also the many
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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