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 Credit Card Balance Limits Contacting the Credit Card Company Contacting a Friendly Financial Institution How to Protect Yourself Walking Around Money This is a continuing series of articles with a number of “parts.” Search for “Don’t Leave Home Without Them” and “Don’t Leave Home Without It” They are all categorized “Insurance” Introduction: This month … Read more
Introduction US Medical Insurance Medical Costs How to Pay for Everything This is a continuing series of articles with a number of “parts.” Search for “Don’t Leave Home Without Them” and “Don’t Leave Home Without It” They are all categorized “Insurance” Dear Mr. Miller: I read your article from last month in which you wrote … Read more
DON’T LEAVE HOME WITHOUT THEM – Part 3 Introduction Insurance to Have Smart Phone Currency Conversion Translator WiFi Calling Text Messaging EMail Internet Browser Flashlight Contacts Passwords VPN Power Adapters This is a continuing series of articles with a number of “parts.” Search for “Don’t Leave Home Without Them” and “Don’t Leave Home Without … Read more
The House Doc is Interfering with Medi-Cal… Introduction Knowing Medi-Cal Rules is an Advantage Reducing Medi-Cal Share of Cost Johnson v Rank Replacing the Physician Residents Have Rights Dear Mr. Miller: My Dad is in a nursing home. He has $5000 in monthly income. The nursing home is costing $6000 per month. He has qualified … Read more
Introduction Qualities of the Ideal Successor Trustee You Never Know Ultimately Who Will Be the Beneficiary Duties With Income and Expenses Duties with Distribution Options for Selecting Successor Trustees Who Can Help You Decide The One Decision Method Not to Use Dear Mr. Miller: Introduction: I am about to revamp my Living Trust. When it … Read more
Introduction Some Benefits of VA Irrevocable Trusts Powers of Appointment All Beneficiaries and Creator Agree Court Order Trustee Draw Out Power Conclusion Dear Mr. Miller: My Mom created an Irrevocable Trust a few years ago so she could qualify for the VA Aid & Attendance benefit. She transferred all of her money ($300,000) and house … Read more
In honor of the recent Halloween holiday, I thought I’d talk about the scariest part of it: the tricks. Elderly individuals, even with estate plans, are frequently the victim of financial abuse by caretakers, children, and living facilities. Even independent trustees and attorneys have been known to take advantage of their clients’ estates for all … Read more
Introduction The Asset List Timeshares The Child’s Debt The IRA’s Multiple Brokerage Accounts Life Insurance with No Dependents Selling Life Insurance Multiple Banks Title and Living Trusts Bottom Line Dear Mr. Miller: Introduction: My parents are getting older and I want to make sure that they are using their money wisely and investing it properly. … Read more
Introduction Keeping Things Less Expensive and Simple(r) Deadlines & Annuities IRA’s Death Tax Exemption Disclaimer A-B Trust Divisions Valuations Conclusion A Survival Guide for Those Left Behind: The Price of a Loved One’s Dying Done Right… Dear Mr. Miller: Introduction: My Dad died last month. I really don’t want to go through the bother of … Read more
Lawyers Make Big Deals Out of Nothing So They Can Charge Huge Fees Introduction Lying How Medi-Cal Works What Are Attorneys Really Trying To Do Doing It Legally Medi-Cal Reimbursement Perjury Penalty Dear Mr. Miller: Introduction: I figured out how you guys work–just look at the case and tell the client if he doesn’t hire … 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.
Part One: What Is Fair? Dear Mr. Miller: I have three adult children and am struggling with how to divide my estate. My oldest daughter has done very ...
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...
