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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As poet Robert Burns mused centuries ago, the best-laid plans of mice and men often go awry. Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency
The Power of Purpose: Unveiling the Impact of Charitable Giving
Compared to residents of other wealthy nations, Americans are more likely to give their time and money to help others. In 2023, the United States ranked ninth in per capita
Passing the Torch: Smart Business Succession Strategies
For many business owners, their business is one of the most valuable and important things they own. When it is time to sit down and create an estate plan, it
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705