For Retirement
Don’t let poor planning tarnish your golden years
Make Informed Decisions to Enjoy Your Retirement Confidently
Retirement. It’s often as exciting as it is bittersweet.
If you want to truly enjoy this period, taking care of your personal, healthcare and financial responsibilities is essential. And that includes creating or maintaining an up-to-date estate plan that reflects your current circumstances and future wishes.
Merhab Robinson & Clarkson is an experienced estate planning firm that will customize your plan and secure what matters most. That can include everything from appointing your spouse as your incapacity decision-maker to coordinating beneficiary designations on your life insurance and retirement policies.
– Anne B., Client
– Aimee M., Client
– T. Gibson, Client
Latest Blogs

Estate Planning Facts for the Holiday Season
Every year around the holidays, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder

National Regifting Day: Regifting for Your Future
During the holidays, we usually receive at least one gift that, let’s face it, falls a bit flat. When we were young, it might have been an itchy sweater from

12 Estate Planning Steps to Take This Holiday Season
“On the first day of Christmas, my true love gave to me a partridge in a pear tree.” —The Twelve Days of Christmas A partridge in a pear tree? Lords
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705