For Retirement

Estate Planning 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.

Extremely Responsive to All My Questions

“I am a trust client of Paula and I cannot say enough positive things about her/their knowledge of trusts and estate planning. She has always been extremely responsive to my questions and concerns and educates me in the process. I have referred my son and a close friend to her, and they are also very pleased. I was referred to her by a friend in family law, and I remain impressed.”

– Anne B., Client

Ms. Robinson is an Excellent Attorney

“Ms. Robinson is an excellent attorney. She and her firm have represented our company as corporate counsel for over 30 years. I have worked with Marla for over 20 years, and she is extremely knowledgeable, articulate, responsive, helpful – the list goes on. She can form a corporation or LLC, write or revise a contract within minutes, and she’s a highly effective negotiator. She and her colleagues have seen us through countless corporate ventures, contract negotiations, employee matters, and more.”

– Aimee M., Client

Timely, Professional, and Reasonable

“Ms. Clarkson inherited me when my attorney left his practice to serve as a judge, so I was a bit apprehensive using this firm initially. But after my first visit, and every time since over the last few years, Ms. Clarkson and her staff have done everything I needed in a very timely, professional, and reasonable manner. I highly recommend this firm for your Estate planning.”

– T. Gibson, Client

Latest Blogs

Wondering Whether You Need to Update Your Estate Plan? You Do. Here Is Why.

Since creating your estate plan, have you thought about updating it? If you are like most people, probably not.

May 29, 2026

When Is an Estate Subject to State Death Taxes?

State-level estate and inheritance taxes (often referred to collectively as death taxes) can significantly impact how much ultimately passes to a person’s loved ones, making it essential to understand state death tax rules when creating a comprehensive estate plan.

May 22, 2026

Planning for Yourself While Caring for Someone with a Disability

Most of us have been on a plane and heard the preflight safety instructions that include some version of the oxygen mask principle: Secure your own mask before assisting others.

May 21, 2026

Request A Meeting Today!

Connect with Merhab Robinson & Clarkson today for an assessment of your legal needs.

1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705

(714) 972-2333
Reach us by email