Online resource center to help you explore these key issues, and others, regarding your estate.

Practice Areas

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.

Learn more
Veterans Pension/Aid & Attendance

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.

Learn more
Probate & Estate Administration

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.

Learn more

Free Reports


Play Watch Informative Medi-Cal & VA Webinars

 

VA Aid & Attendance-How Can I Correctly Choose Help for my Application Process?

A Survival Guide for Those Left Behind: The Price of a Loved One’s Dying Done Right-Rewards, Loopholes, and Other Wondrous Things…

Estate Planning: The Price of Organization, Rewards, Gifts, and Wondrous Tax Things…

VA Aid & Attendance–How Can I Correctly Choose Help for my Application Process?

There are various kinds of people one can consult when applying for the Veterans Aid & Attendance benefit. Who one chooses can mean the difference between success and failure. Remember, if you are denied, you may not be able to reapply for up to a year or longer. Download our complimentary report for a behind the scenes look at the different types of people you can consult and the dirty underbelly of the veterans aid & attendance industry, including

  • Financial Planners & Insurance Agents
  • Accredited Entities but not an Accredited Attorney
  • Estate Planning Attorneys who are not VA Accredited
  • Out of state attorneys

A Survival Guide for Those Left Behind: The Price of a Loved One’s Dying Done Right-Rewards, Loopholes, and Other Wondrous Things…

This report is A Survival Guide for Those Left Behind. What do you do when you find your husband expired on the floor? An unpleasant thought, but a prime question for members of the surviving family. Mr. Miller’s complimentary report, written in easy to understand, plain English, will guide you through the questions surrounding the death of a loved one, including

  • Whom to call first
  • How many death certificates are needed
  • Who is responsible for the debts of the deceased
  • How to get access to the safety deposit box
  • What to do about a hand written, or lined-out will or trust
  • The role and responsibilities of the executor
  • Tax planning
  • How to get qualified assistance.

 

Estate Planning: The Price of Organization, Rewards, Gifts, and Wondrous Tax Things

This complimentary report, focused on Estate Planning, is comprised of many of Mr. Miller’s articles from his long running column for the largest regional newspaper in San Diego County. This report will guide you through the questions surrounding getting your estate planning in order, and includes the following articles

  • Is your house in order
    A checklist for your incapacity
  • Buy advice, not forms
    What Attorneys Sell and Why
  • Dilemma of the unmarried:
    Legal Life More Complex for “Co-Habitators”
  • When you don’t need a living trust
    Or When a Living Trust Is Estate Overkill
  • Gifting in pieces
    Or How To Give The Estate Away a Slice At a Time and Save Big Time
  • More money now
    Turn Non-Income Property Into An Income For Life
  • Signatures can be confusing
    Signing Papers For an Ailing Dad; Or When a Forgery Is Not a Forgery
  • Partial planning is better than none
    Mom Gets a Living Trust But Doesn’t Transfer the Bank Accounts and the Stock; What Happens Now?
  • Mr. Millers checklist

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About Living Trusts

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.

Merwyn J. Miller, J.D.


  • 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
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08-17-2017

Loved One Died: What Experts Do I Need?

Introduction Use the Proper Expert Experts You Will Need Selecting an Attorney Tax Advisor CPA Enrolled Agent Registered Tax Preparer Financial Adviso...

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