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 moreThe individual mandate has been the crux of the healthcare overhaul, the Affordable Care Act, also known as Obamacare. The idea is that if healthy people who underutilize their health insurance are required to have insurance, less healthy individuals will be better able to afford health insurance. Over time, the healthy individuals would reap the … Read more
As the saying goes, “A bird in the hand is worth two in the bush.” The idea, of course, is that having something of value now is better than the promise of something in the future, even if the promise is technically for more. However, there are a number of cases in which this is … Read more
Often people come in to ask for an “estate plan.” Sometimes, they have an idea of what a comprehensive estate plan should include. Other times, they simply have a vague notion that a trust of some sort is probably helpful. However, healthcare planning is a large part of the planning process. The VA offers a … Read more
There is a lot of mystery surrounding the costs of probate and trust administration that many of my clients may be overlooking when they create their estate plans, or lack of estate plan. Additionally, the ways to avoid some of these costs are unfathomable to most people. So what are these costs? Probate: Generally, the … Read more
The Government Accountability Office (GAO) has recently released a series of reports regarding “pension poaching” and other malfeasance by certain individuals aiding veterans in qualifying for veteran pensions and VA Aid and Attendance. The report recounts stories of relatively financially secure veterans transferring assets in order to obtain benefits. However, as the New York Times … Read more
We are quickly approaching what many are calling the “Cliff,” which is a series of tax hikes and spending cuts slated to take effect on January 1, 2013. Although it may seem like a ways away, consider how little has been accomplished this year to date on these issues that are just around the corner. … Read more
Although the first thought you have when you find that a loved one is deceased is probably not to call your attorney, it is among the first steps in an estate or trust administration. Taking care of the remembrances, such as a memorial service or funeral, and some time for mourning is certainly warranted and … Read more
Introduction Probability of Needing Long Term Care Medicare Medi-Cal (Medicaid) VA Aid & Attendance Non Service Connected Disability Pension Complimentary Report Introduction: Ben and Sally were retired and looking forward to their golden years. They had faithfully put away enough that, when added to their social security and retirement pension, would allow them to live … 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...
