Dear Mr. Miller: That’s how I have started this column since I first started writing it in the early 80’s. But this is a situation that I have for myself. We just paid off our mortgage. My wife wants to have a mortgage bonfire and several of my bank’s employees have joined with her in … Read more
Elder Law Articles
Dear Mr. Miller: My parents are going broke quickly. What with the care they are receiving at the assisted living facility it is costing over $15,000 per month. Their income is around $2500. So $12,500 per month is going out. They only have $300,000 in the bank. My calculations show them going broke in less … Read more
Dear Mr. Miller: For months I have been working with my Mom to determine and gain control (through the power of attorney that she gave me) of all of her investments. She has a number of them with several different brokerage houses, in addition to annuities and life insurance policies. Maybe 15 different contact points, … Read more
Dear Mr. Miller: My Mom needs skilled nursing but I know the cost will wipe her out. She doesn’t want that and will hang on to living at home until she drops unless she can save the nest egg for her kids (me and my two sisters). She doesn’t have that much–her house in Los … Read more
Dear Mr. Miller: My Dad passed two years ago; my Mom died 10 years ago. He and Mom owned a house (at least I think they owned it) that Dad had inherited from his parents. My two brothers and I are the only living children. My sister died a few years ago with two children … Read more
Dear Mr. Miller: My Dad recently died. There’s me, my two sisters and my one brother. They all agree that I should be in charge–I guess because I’m the most organized and they all live out of town. I think my Dad had a lot, but he was pretty secretive and didn’t really tell us … Read more
Dear Mr. Miller: My Dad is in a skilled nursing facility in Northern California. My Mom is fine. They don’t have much and are eligible for Medi-Cal and are about to apply. My Dad’s s brother wants to leave him a sizable inheritance (over $600,000). The brother is older and beginning to fail health wise. … Read more
My Mom just signed a new Living Trust. She lives in Northern California and has an estate of probably $2.5 million including her house. The Bill for the services says it is an “A/B” Trust. I asked her about this and she said that the service that drafted the document gave her a choice of … Read more
My Dad is somewhere between the” here and now” and not so much! Sometimes he recognizes my brother and me and sometimes not. Sometimes he discusses his finances with me and sometimes he has no idea what he owns or where he is. He owns a house with a mortgage of $250,000 and $500,000 in … Read more
Dear Mr. Miller: My Dad, 75, is living at home and has a hard time getting around. He needs help for most of the day but can still perform all of the “activities of daily living.” I know he is not going to get better and the future will probably require him to live at … 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.
- Board Certified Specialist in Estate Planning, Trust & Probate Law
- Co-Author of legal text book and of “Don’t Go Broke in a Nursing Home”
- Teacher of law courses at public and private colleges
- Continuing Education Instructor for attorneys
- Columnist for largest regional newspaper in San Diego County and professional journals for 15 years, Contributing author to the book “In Your Service: The Veteran’s Friend”
- Masters Degree in Financial Services - Estate Planning
For over 3 decades Mr. Miller has helped me with both my business and personal legal affairs. I also am friends with many veterans who praise his work in the field of Veterans Affairs. I would describe him as knowledgeable, experienced, and very trustworthy.
Mr. Miller & Kristen were instrumental in helping me obtain the Veterans Pension Benefit, which has truly been “life-changing” for me! Their involvement was crucial to my qualifying and the successful submission of an application that was approved the first time through. There is no way I would have ever navigated this complex process without their expertise and guidance. It was a pleasure to interact with the staff. All of them were very professional and exhibited a caring/helpful attitude. I am so appreciative of their services. I hope every veteran is able to avail themselves of this wonderful program.
Grateful WWII Naval Veteran
Mr. Miller and his staff expertly handled the complex, intricate filing for a Veterans’ Aid and Attendance pension benefit for my elderly father. This benefit – though it took a seemingly very long time to be approved – turned out to be the sole way our family could possibly afford proper care for a brave vet who had entered the murky waters of dementia. Miller and his staff kept me briefed throughout the process and were instrumental in coaching me what to expect and when. And they were right!