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
Let’s Do the Math: How Does the Generation-Skipping Transfer Tax Work?
You may have considered creating a trust to transfer wealth to your grandchildren and great-grandchildren. But you may not have considered how the generation-skipping transfer (GST) tax could affect this
Generation-Skipping Transfer Tax 101
Many people are familiar with the existence and some aspects of estate and gift taxes. If you are part of an ultra-high-net-worth family, it is important to also understand the
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.
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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