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 moreIn what is quickly becoming a semi-annual display in governmental incompetence (this is the fourth since 2011), we are bracing once again for a government shutdown, debt ceiling debate, and budget crunch. The government will shut down due to its failure to create a budget on October 1, 2013, if it has not created one … Read more
Power of Attorney Not What Daughter Expected Introduction Living Trust vs Living Trust Package Medi-Cal Recovery and the House Solution to Medi-Cal Recovery Statutory Financial Powers of Attorney Advantages and Disadvantages of Statutory Form Customization for Gift Giving Power What Attorney Should Cover in Interview Conclusion Dear Mr. Miller: Introduction: Last month my father had … Read more
In the wake of yet another mass shooting tragedy, my heart goes out the victims and their families following the shooting that occurred last Monday at the Navy Shipyard in Washington, D.C. This tragedy is perhaps more striking due to some of the seemingly irregular circumstances involved: the gun appears to have been purchased legally … Read more
When a death in the family is imminent, potential beneficiaries often want to know what they will receive and when. It is a natural part of wanting to plan one’s own finances and, when other family relationships are strained, to make sure others are not taking advantage of an ill family member. However, speaking to … Read more
We are holding workshops October 8 and October 10 at Shadowridge Country Club. You can afford the best care without going broke! Do You Know the VA’s & Medi-Cal’s Hidden Secrets for Obtaining Benefits? This workshop focuses on the two government benefit programs that can help in this area and their best kept secrets. These … Read more
Amidst the continued attempts to repeal or defund Obamacare, California is moving ahead with Covered California, the new state-run health insurance exchange, which could have a major impact on Californians’ health care insurance options. It is important for you to be aware of the provisions of Obamacare that apply to you, particularly if you are … Read more
The rights and benefits conferred on married couples by various federal and state entities are being expanded in new and, occasionally, surprising ways. It is still true, of course that heterosexual marriages are the ultimate legal couple, with the broadest rights available to them. However, with the recent Supreme court decisions overturning the Defense of … Read more
When you create your revocable living trust as part of your estate plan, the trust is only worth the assets actually contained within it. For most individual estate planners, their primary concern is whether the real estate is properly funded into the trust. This means that, typically, all property, wherever located, must be titled in … Read more
The value of your assets is important at nearly every stage of your estate planning process. Knowing the value of your estate in terms of it gross value, which is the total value of all your assets added together, and its net value, which is the gross value minus any debts, can help determine what … Read more
Preparing an application for benefits from the VA, such as VA Aid & Attendance Non-Service Connected Disability pension or other benefits, can be an onerous task for the uninitiated. Recently, the federal government has asked that veterans seek the advice of accredited professionals to help with the claims process, citing that properly completed applications may … 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 a senior living in Southern California. I have a house and $500,000 divided pretty equally between cash and securities. ...
Dear Mr. Miller: My Dad has a really small estate and does have a Will. He lives in one of the rural counties of California. But my brother is tel...
Dear Mr. Miller: I have a question about travel insurance. I am traveling to Europe late this year and I am so confused as to what to purchase and h...
