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 moreIntroduction Flood Insurance Self Insure Paying for Insurance Insurance You Can Probably Do Without Some Insurance You Should Have that You May Not Have Considered The Post Paid Vacation The Finance Charge How to Prepay Social Security Social Security Planning Conclusion Dear Mr. Miller: Introduction: My Mom is your client and she sends me your … Read more
The benefits available from the VA help many veterans through difficult periods of their life. The benefits may help veterans obtain a college education, transition to the civilian workforce, compensate for a disabling injury, or pay for home care during old age. However, the nature of most benefits is that they are time-sensitive; the veteran … Read more
This deceptively simple question is most often phrased as a sentence: “I am going to sell the house.” Unfortunately, if the property does not belong to you, it is not enough to simply hire an agent and list the property, even when you have the authority to do so. Furthermore, it may be a mistake! … Read more
It seems that most people do not like going to the hospital. It is even more difficult to force someone else to go to the hospital when they need it. For one thing, going to the hospital frequently means that you are pretty ill or have suffered a pretty serious injury. For another, it is … Read more
Planning for benefits eligibility in old age makes good financial sense. Many people fear outliving their retirement accounts even without major expenses depleting their accounts. Unforeseen health expenses can deplete an estate rapidly, particularly if you need help with basic, daily tasks through regular home care or skilled nursing. When it comes to planning for … Read more
Introduction Problem Dealing with Beneficiaries Small Gifts to Many Charities Determine the Purpose of the Gift Who Bears the Brunt of the Higher Attorney Fees Moral Dear Mr. Miller: Introduction: I put together my own Living Trust last year. I think I did a pretty good job, if I do say so myself. I left … Read more
HELPING AN ELDER BUDGET (AKA PREVENTING RIP OFFS)… Introduction Reverse Mortgage Explained Check the Income & Expenses Ignoring the Charge Card Statement Conclusion Dear Mr. Miller: Introduction: My Mom recently came to me to discuss her finances. Basically, she needs more money and wants to get a reverse mortgage on her house. When I asked … Read more
ARE ANNUITIES THE DEVIL THEMSELVES? Introduction Annuities, the Different Viewpoints Why I See It Differently Legal Solution Coupled with Financial Solution Lump Sum Gifts and Medi-Cal Penalty Periods Diversification for Liquidity Tax Deduction for Medical Expenses Conclusion Dear Mr. Miller: Introduction: I am taking care of my Dad and his finances. He is 77 years … Read more
Introduction The Retired Attorney Moral–Do We Have a Qualified Attorney The CPA Moral–Don’t Rely on Forms without the Proper Expertise The Conflict of Interest Moral–Costs are More Than Just the Service Fee Conclusion–Will They Work Dear Mr. Miller: Introduction: Several months ago you wrote an article about not getting your legal advice from a CPA … Read more
The Medi-Cal Share of Cost Is Breaking Me! Introduction Share of Cost Increasing the MMMNA Return on Expense Factors to Consider Use an Experienced Attorney Dear Mr. Miller: Introduction: Some might call me fortunate as my wife and I have $7000 of monthly income (mostly hers) what with our social security and retirement checks. But … 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: My mother is 82 and still lives alone. Over the last year, she has become noticeably more forgetful. She repeats stories, sometimes f...
Dear Mr. Miller: My mother passed away recently, and I have been named the Successor Trustee of her trust. I expected to be sad after losing her, but ...
Dear Mr. Miller: About ten years ago, my husband and I paid an attorney to create a Living Trust. We signed all the documents and put them in a safe p...
