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 moreMaking excuses to delay estate planning is easy. In fact, in my practice it’s a way of life for some people. I can’t tell you how many times I’ve heard people say: “I’ll worry about it later when things settle down more.” Or “I don’t have an estate, it’s too small to be affected.” Or … Read more
One of the most difficult things to deal with in life is the passing away of a loved one. The emotions are powerful. I know, because I just lost my mother-in-law. Make all the jokes you want about the mother-in-law, but it doesn’t apply here. We had a great relationship and I consider it to … Read more
Veterans Day holds a special place in my family and in my practice. As I discussed in our previous entry remembering our WWII Veterans, the men and women who serve in our armed services mean a great deal to me and my family. In my practice, I get the opportunity to meet and work with … Read more
As we discussed last month, if you’re procrastinating on updating your Medicare choices because you’re unsure about the details, you’re not alone…just don’t wait too long. If choosing or making changes to your Medicare plan is on your “to do” list, move it up to the top. The open enrollment period began earlier this year … Read more
As the costs of healthcare increase and our state continues to face a budget crisis we knew at some point certain types of cuts were going to come. Now we have more of the details. As reported by the LA Times, California plans to reduce rates by 10% to many providers, including physicians, dentists, clinics, … Read more
I have great respect and admiration for our nation’s veterans. As I learn more about my father’s contribution to the WW II effort (he was a physician/surgeon and a major in the Army stationed in the Pacific theatre and post war Japan) and my son’s (a captain in the Army and just returned from Afghanastan) … Read more
In 1978 California voters approved Proposition 13 to rein in property taxes that had doubled in 10 years. The measure was the inspiration for an anti-tax movement that has taken hold of the public discourse in Washington and in state legislatures throughout the country. Prop 13 caps the county real estate property tax at 1 … Read more
We talk about elder law a lot on this blog because it’s such an important and growing area of the law that is constantly evolving based on the changing economic climate facing seniors. Over this last weekend Governor Jerry Brown signed the Elder Economic Planning Act of 2011. Ok, great, well what IS the Elder … Read more
All I seem to hear about these days is how difficult it is going to be to retire and how many of us will not have enough money with which to retire. What people overlook is the creative and adaptive nature of the baby boomer generation; we will be able to retire, it’s just some … Read more
A couple of weeks ago we talked about the basics of Medicare , such as what are the different parts (A-D) and requirements for qualifying and receiving benefits. The reality is most people don’t know much, if anything, about this government benefit, so don’t be ashamed if you’re one them! But it’s not too late … 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 husband and I recently completed our estate planning. We now have a Living Trust, Wills, Powers of Attorney and other documents. O...
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 ...
