Is your financial and legal house in order? Does it have a solid foundation
based on sound planning principles? Remember the old shop-worn, but true
saying: Most people do not plan to fail…they simply fail to make plans.
What legal plans have you made in the event of your incapacity, death or
need for Medi-Cal?
Whom have you appointed to see that your financial and legal affairs are
managed according to your wishes? Have you minimized your exposure to federal
estate taxes? Have you built in the necessary flexibility if you are in an
assisted living facility or skilled nursing facility and need Veterans
Benefits or Medi-Cal? Would your financial legacy be protected for and from your loved
ones and from Medi-Cal? Have you remembered your favorite charities in death as in life?
ABOUT LIVING TRUSTS
is hosted by the Law Offices of Merwyn J. Miller, as your online resource
center to help you explore these key issues, and others, regarding your estate.