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 moreDear Mr. Miller: I’m concerned about making sure that my kids carry out my wishes. I have a Living Trust so what I want to occur after I’m gone is laid out. But what about if I’m in an accident or have a stroke and can no longer function mentally? How do I know that … Read more
Dear Mr. Miller: I need your help. I just received notice that one of the websites with whom I do business was hacked. The bad guy got into everyone’s accounts and stole credit card information, personal IDs, everything. What do I do? Panicked Social Security Numbers Credit Feeze E-services Block/Direct Deposit Fraud Prevention Block … Read more
Dear Mr. Miller: My husband and I have a living trust. Our apologies, we didn’t get it from you–probably should have as you seem to know your stuff. Anyway, I was looking through the various documents and noticed that our Trust has something called schedules in back. A Schedule A, H, and W. There is … Read more
Dear Mr. Miller: I am getting up in years and trying to decide if my Living Trust, as it stands, needs to be changed. I put it together many years ago and named my daughter, now in her 60’s, as the one to take over for me if I can’t handle my affairs anymore, or … Read more
Dear Mr. Miller: That’s how I have started this column since I first started writing it in the early 80’s. But this is a situation that I have for myself. We just paid off our mortgage. My wife wants to have a mortgage bonfire and several of my bank’s employees have joined with her in … Read more
Dear Mr. Miller: My parents are going broke quickly. What with the care they are receiving at the assisted living facility it is costing over $15,000 per month. Their income is around $2500. So $12,500 per month is going out. They only have $300,000 in the bank. My calculations show them going broke in less … Read more
Dear Mr. Miller: For months I have been working with my Mom to determine and gain control (through the power of attorney that she gave me) of all of her investments. She has a number of them with several different brokerage houses, in addition to annuities and life insurance policies. Maybe 15 different contact points, … Read more
Dear Mr. Miller: My Dad passed two years ago; my Mom died 10 years ago. He and Mom owned a house (at least I think they owned it) that Dad had inherited from his parents. My two brothers and I are the only living children. My sister died a few years ago with two children … Read more
My Mom just signed a new Living Trust. She lives in Northern California and has an estate of probably $2.5 million including her house. The Bill for the services says it is an “A/B” Trust. I asked her about this and she said that the service that drafted the document gave her a choice of … Read more
My Dad is somewhere between the” here and now” and not so much! Sometimes he recognizes my brother and me and sometimes not. Sometimes he discusses his finances with me and sometimes he has no idea what he owns or where he is. He owns a house with a mortgage of $250,000 and $500,000 in … 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 third husband died a few months ago. He was my caregiver as I have been an invalid for 4 years. I am not sure what to do now a...
Dear M. Miller: My Dad passed over a year ago. He was living in a Continuing Care Retirement Community (CCRC). He paid a hefty fee when he origina...
Dear Mr. Miller: My Dad, mentally, is just not what he used to be. To the extreme! He has now lost over $100,000 to senior fraud. He received a ...
