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: My great aunt died last month in California. I live in Italy and could not attend the funeral or return to the USA. My brother, the one handling her affairs, notified me that my aunt had a $250,000 USD account naming me as the sole “Pay on Death” beneficiary. That came as … Read more
Dear Mr. Miller: I have inherited a house from my Aunt. The house is in the California Central Valley and is worth about $700,000. My Aunt also had bank accounts of $300,000 and securities of $400,000. Several months before she died, she gave me a copy of the deed to the house. It was titled … Read more
Dear Mr. Miller: I want to change my Dad’s Trust. We have debts up the wazoo. My husband couldn’t control himself at the gambling table and the overall bill is now $300,000 or so. My Dad’s Trust leaves one half to me and the other half to my brother. My Dad’s estate is about $2 … Read more
Dear Mr. Miller: My Mom has lost it. She has no ability to make decisions or even understand. I had asked her to put me on her checking and savings accounts last year but she never did. I want to be able to pay her bills. I took the Power of Attorney which she signed … Read more
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, 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
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: My great aunt died last month in California. I live in Italy and could not attend the funeral or return to the USA. My brother, t...
Dear Mr. Miller: I have inherited a house from my Aunt. The house is in the California Central Valley and is worth about $700,000. My Aunt als...
Dear Mr. Miller: I want to change my Dad’s Trust. We have debts up the wazoo. My husband couldn’t control himself at the gambling tabl...
