Mr. Miller has over 40 years of experience in designing and implementing a comprehensive variety of Trusts, Wills, and other estate planning documents, using strategies appropriate to each situation — from the basic to the most complex. He advises clients of the options available to them in the planning process, and makes recommendations based on each client’s needs. In addition to addressing the complex tax and family issues, he also assists clients with the important practical and emotional aspects of the estate planning process.
While every individual, regardless of the value of his or her assets needs certain basic estate planning documents, such as a Will and Powers of Attorney, both for property management in the event of disability or old age and for health care matters, the needs and opportunities for planning go far beyond the basics. Coordination of insurance and employee benefits, education funding for children and grandchildren, and the shifting of value from one generation to the other with little or no current or future transfer tax (estate and gift tax) are often the most important, and most overlooked, aspects of estate planning.
Many of our clients are concerned about their children/beneficiaries losing their inheritance in a divorce or to a car accident lawsuit or malpractice claim. They are relieved to know that we offer advice and guidance on the protection of their children/beneficiaries’ inheritances from their own creditors, divorces, or child’s/beneficiary’s own financial indiscretions. In the case of your children/beneficiaries, this planning is not limited to future problems but could also cover existing creditors.
When appropriate, Mr. Miller is particularly well suited to advise his clients upon the intricate nature of estate and gift taxation as well as asset management protection (for the time when we are no longer able to manage our assets without assistance).