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: I’m in my 90s now. I’m proud to say that I am worth $4 million. I’ve had a Trust for years. I have two kids, a boy and girl. They are both doing fine but the girl is doing spectacularly well, financially. She really doesn’t need anything from me in an inheritance. … Read more
Dear Mr. Miller: My Mom is in a skilled nursing facility in California. Not only is her memory completely shot, she really has no idea which way is up. She has about $4 million in the bank. Further, she has several pensions that are paying the bills, so the $4 million just keeps on growing. … Read more
Dear Mr. Miller: Last month you mentioned some problems that one can run into when creating a Living Trust or Will online or without an experienced attorney actually working with you. Can you elaborate upon the examples that you gave? Interested Reader Bad Ideas Lead to Difficult and Expensive Post Death Settlements The Co-trustee Problem … Read more
Dear Mr. Miller: I’m a senior living in Southern California. I have a house and $500,000 divided pretty equally between cash and securities. I have two kids. I don’t yet have a Will or a Living Trust and know that I should have one. I can get one online for $350-450. With an attorney it … Read more
Dear Mr. Miller: My Dad has a really small estate and does have a Will. He lives in one of the rural counties of California. But my brother is telling me that if he doesn’t have a Living Trust we will have to go through Probate and will lose all our inheritance to the courts. … Read more
Dear Mr. Miller: I have a question about travel insurance. I am traveling to Europe late this year and I am so confused as to what to purchase and how much to pay. I hope you publish this question because I know a lot of people are interested in this subject. Careful Explorer Past Articles … Read more
Dear Mr. Miller: I am 85 years old and live in an assisted living facility. I understand that Medi-Cal no longer has any net worth requirements, but I am worried that after I die they can still get reimbursed from my assets. Is that true? Beloved Curmudgeon Medi-Cal’s Helping Hand, But With Strings Attached IRAs: … Read more
Dear Mr. Miller: I own a 30% interest in a family corporation that holds real estate in California. Someone mentioned that I have to file some type of form with the Federal Government. I thought Living Trusts didn’t need government approval and certainly not the Federal Government. What’s going on? Can I just ignore this … Read more
Dear Mr. Miller: My Dad is 70 and is badly in need of assisted living but the cost would quickly wipe him out. He has $3000 in SSI and another $1500 in pensions. The facility is quoting $8000 so he’d be digging into his savings at the rate of $3500 per month. And his savings … Read more
Dear Mr. Miller: I know I need a Living Trust so that my $1.5 million house won’t go through Probate when I pass. I don’t want my two sons to have to pay those S.O.B. attorneys just to get my house. I’m going to put the oldest in charge. Although they don’t get along, the … 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: I’m in my 90s now. I’m proud to say that I am worth $4 million. I’ve had a Trust for years. I have two kids, ...
Dear Mr. Miller: My Mom is in a skilled nursing facility in California. Not only is her memory completely shot, she really has no idea which way is up...
Dear Mr. Miller: Last month you mentioned some problems that one can run into when creating a Living Trust or Will online or without an experienced at...
