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

What to Do When You Do Not Own What You Think You Own
From unrecorded deeds to accounts held solely in a deceased spouse’s name, many people discover too late that what they thought they owned is not legally theirs. When that happens, the fallout can be costly, time-consuming, and deeply disruptive.

While You Are Working on Your Golf Game, Don’t Forget to Work on Your Estate Plan
Golf pros recommend that you reduce intrusive, unnecessary thoughts on the course by having an established, repeatable preshot routine. For your estate plan, that process starts with gathering your essentials.

Ask Your Loved Ones What They Want
The holiday season is right around the corner, and you have likely been shopping for the perfect gifts for your loved ones. You may have been wandering through crowded stores,
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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