Mr. Miller has many years of experience in designing and implementing a comprehensive variety of wills, trusts 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 asset protection 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.
When appropriate, Mr. Miller is particularly well suited to advise his clients upon the intricate nature of estate and gift taxation, asset protection planning (whether from future creditors or unfortunate marriages), and asset management protection (for the time when we are no longer able to manage our assets without assistance).