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 California, most people seem to understand the benefits of proper estate planning. However, I often hear people who do not understand the value of estate planners. Outfits such as LegalZoom or Legal Document Services offer cheap alternatives to meeting with a competent attorney in the area. Unfortunately, much of the document preparation is left … Read more
Where you live seems like a simple question, and most often it is fairly simple. You may offer your home address and have done with it. However, for many retired individuals, the answer is not so simple. “Snow birds,” people with second homes, and those traveling in mobile trailers may all require some analysis as … Read more
Teaching your children about money, budgeting, and saving has always been important, but in these days of stubborn economic recession, it may be more important than ever. Being financially savvy does not come naturally to most people. Additionally, with rising prices for healthcare, college education, and housing, it is increasingly difficult to manage paying for … Read more
Another Valentine’s Day is upon us and, this year, it is coupled with a long weekend (pun intended). Countless numbers of people will be celebrating with their loved ones throughout the weekend, but with the extra days, there is more than enough time to spread the love around. In fact, it may even be beneficial … Read more
On those rare occasions when we are faced with the thought of our own mortality, the idea of dying slowly is uncomfortable. Often we see spry 90 year olds and hope to be them. We assume that when their time comes, it will be easily and in their sleep, just like we imagine it will … Read more
These days, more and more of everyone’s lives are online: paperless statements, Facebook accounts, Twitter, e-mail, and more. The online world is putting newspapers out of business, and driving Postal losses. Relics of your life are all over the web, and often remain after your death. In short, the internet is changing everything about our … Read more
You have all seen commercials for various resources promising to show you the connections to your family’s past and, as a result, its very broad present. Often the commercials feature people who have supposedly used the service to find that their great great uncle was Abraham Lincoln or that their 3rd cousin half a dozen … Read more
There is a wealth of good estate planning information, especially on the internet. Additionally, it is really easy to find fill in the blank estate planning forms from service providers such as LegalZoom or, more recently, TaxAct. However, one size does not fit all in the estate planning world; there are a number of ways … Read more
Much of the talk in 2012 was related to the “fiscal cliff,” when a number of tax breaks would expire and automatic spending cuts would be triggered. Born out of Congress’s inability to resolve major issues at the end of 2011, they created the concept of sequestration which would be so unbearable that no one … Read more
Choosing the people who will handle your affairs while you are seriously ill, injured, or missing is a deeply personal decision. Additionally, each document that you may use in order to give people power over your person and your estate covers its own issues and may have its own fiduciaries. Understanding, creating, and reviewing your … 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...
