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.
Latest Blogs
The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits
Many people believe that once they set up a revocable living trust and change the ownership of their accounts and property from themselves as individuals to their trust, those accounts
Should I Buy a Home with Someone Other than a Spouse?
Rising housing costs, the desire for companionship, and the need to share resources are increasingly leading buyers to consider co-owning a home with someone other than a spouse, such as
Planning for the Unthinkable: Essential Tools for Parents of Minor Children
Approximately three-fourths of Americans do not have a basic will.[1] Many of the same people also have children under the age of 18, which underscores a major misunderstanding about estate
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1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705
