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 moreWith the fiscal cliff finally upon us, it is time to review and renew your estate plan. For the last decade, estate taxes have been a limited factor in estate plans for the vast majority of families. With applicable exclusion amounts increasing steadily, fewer and fewer families were likely to be faced with the possibility … Read more
It has finally happened. I hope everyone had a joyous holiday season with their families. Now that the holidays are nearly over and done with, Congress has one more gift in mind. However, it is not a surprise. In just a few days, while we are celebrating the New Year, Congress will very likely be … Read more
When you create a revocable living trust, you designate trustees to handle the assets contained within the trust. In the majority of cases, you will name yourself (or yourself and your spouse) as the initial trustee. When doing so, your financial affairs suffer minimal obstruction since you will be the settlor, beneficiary, and trustee with … Read more
Last week a tragedy in sleepy Newtown, CT rocked the nation as a killer claimed the lives of 26 people in an elementary school, his mother, and himself. The sheer atrocity of the act has brought gun control and mental health to the forefront of political debate. It should be noted that the shooter has … Read more
I once heard a joke that went, “The last check you ever write should be to the undertaker and it should balance.” Of course, the joke is funny because doing so would be nearly impossible, if not irresponsible. Since it is impossible to know when you will die, it is impossible to know exactly how … Read more
During the recently concluded presidential election, we were consistently reminded of how dysfunctional the relationship between Democrats and Republicans had become. With the threat of the fiscal cliff looming, it seemed especially important that we, as voters, make the right choices in the election. At stake were the estate tax, the Bush era income tax … Read more
Question Medicaid and Medi-Cal Deficit Reduction Act Look Back Period Status of California’s version of DRA California’s Current Look Back Period Conclusion Question: What is the status of Medi-Cal and any drastic changes. I have heard that there is a 5 year look back period but then others tell me there is only a 36 … Read more
Hoarding has become a hot topic recently thanks in part to the TLC show, Hoarders: Buried Alive and the A&E Show, Hoarders. Although many people watch these shows for entertainment, the reality of this disease is not entertaining at all. People who compulsively collect things often create virtual tunnels through their living space, which is … Read more
As the year quickly approaches an end and the holiday season is upon us, many veterans of all stripes are eagerly awaiting their VA benefits. For veterans caught in the VA’s bureaucracy and ever-growing backlog, it can be incredibly frustrating to wait months for the benefits due to you. However, there are many more veterans … 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...
