Online resource center to help you explore these key issues, and others, regarding your estate.
Mr. Miller has many years of experience in designing and implementing a comprehensive variety of Trusts, Wills, and other estate planning documents, as well as settling estates in the most expedient and appropriate method. Further, he counsels and assists clients on becoming eligible for VA benefits and Medi-Cal.
Learn moreMr. Miller has been active in the area of VA Pension and Medi-Cal for well over a decade. He uses various specialized types of Trusts as well as non-trust strategies to gain eligibility for his clients and save the family money.
Learn moreMr. Miller has been settling estates (both simple and complex) for well over 40 years. The starting point is always to create a strategy to settle the estate in the most efficient manner possible with a minimum of taxes. Often times the strategy created allows the family to bypass Probate Court proceedings.
Learn moreDear Mr. Miller: This Covid-19 situation has me really worried. What if my Husband or I are stricken with it and need an ambulance to get to the hospital? What about our Health Care Directives? The paramedics may need them when they arrive and the hospital will certainly need them in order to treat us. … Read more
What to Bring to The Hospital: Many of our clients and friends of the firm ask us how they can update their Wills and Trusts during these trying times. We continue to work with and advise clients remotely and can do so with you. Call us at 760-436-8832 with any questions. One question we continue … Read more
What to Bring to The Hospital: Many of our clients and friends of the firm ask us how they can update their Wills and Trusts during these trying times. We continue to work with and advise clients remotely and can do so with you. Call us at 760-436-8832 with any questions. One question we get … Read more
To our clients, colleagues, and friends: We are still open for business–virtually! We’re all concerned about the Coronavirus and how it will affect us, our family, community, nation, and world. Our highest priority is the health of our employees and our clients. We are still available despite the fact that our office is physically closed. … Read more
Dear Mr. Miller: A number of years ago my Dad bought a Living Trust bundle from one of the online companies. It included a Living Trust, Pour Over Will, and a Power of Attorney for financial matters. Last year he slipped out of reality. He talks, but it has nothing to do with any subject … Read more
Dear Mr. Miller: Your article on dealing with a water damage claim was excellent. I hear so much about identity theft, do you have any tips on that? (READ: Dealing with a Water Damage Claim Part 1, Part 2) Worried Consumer The Theft Alert After the Fact Remediation Prevention Bank Account Numbers Dear Worried: … Read more
A giant of a man died last week. No really, compared to me (5’5″ at best), he was about 6’3″ or so. But he was also a giant in my career. As we go through life’s journey there are many people who help you along the way—no one makes it completely on their own. For … Read more
Dear Mr. Miller: I have seen a lot of articles about Trusts that didn’t work. I only have a house, and IRA of $750,000, and securities of $250,000. I’m 45 years old, married with two teenage daughters. How do I know if mine will work and what happens if it doesn’t? Worried Trust Owner Qualified … Read more
Dear Mr. Miller: I want to leave a gift in my trust to my alma mater. And gifts to 10 other institutions. Between $20,000 and $50,000. As to my alma mater, I would like it to be used for a scholarship for undergraduate history students who have a grade point average of between 2.25 … Read more
Dear Mr. Miller: I am going to make it short and simple: How do I take title with my wife on a house we are about to purchase? This seems like such a simple concept and yet, the real estate broker and escrow officer just give me a list and ask me to choose. I … Read more
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.
Dear Mr. Miller: This Covid-19 situation has me really worried. What if my Husband or I are stricken with it and need an ambulance to get to the hos...
What to Bring to The Hospital: Many of our clients and friends of the firm ask us how they can update their Wills and Trusts during these trying times...
What to Bring to The Hospital: Many of our clients and friends of the firm ask us how they can update their Wills and Trusts during these trying times...
