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 moreThe Presidential debate has featured a lot on who stole what from Medicare and why. However, as former President Clinton pointed out last night in his speech during the Democratic National Convention, many seniors and middle-class Americans qualify for Medicaid (Medi-Cal ) as well. Additionally, as the former president asserted, much of the Medi-Cal benefits … Read more
Each of the presidential candidates, Mitt Romney and Barack Obama, has given a differing view about the future of Medicare and Medicaid (Medi-Cal in California). Each of the candidates argues that their plan will save money. However, a lot of confusion continues to exist over whose plan saves the most for seniors, and whose plan … Read more
We are holding workshops July 31 and Aug 2 at Shadowridge Country Club. You can afford the best care without going broke! Do You Know the VA’s & Medi-Cal’s Hidden Secrets for Obtaining Benefits? This workshop focuses on the two government benefit programs that can help in this area and their best kept secrets. These … Read more
Can One Appeal a Medi-Cal or VA Denial? Introduction So what happens when VA or Medi-Cal denies your claim? Why an attorney? How long does it take? My experience VA My experience Medi-Cal Introduction: Max was in a skilled nursing facility (SNF). The monthly cost was staggering–$20,000 per month! Sara, Max’s wife, was worried–how would … Read more
The individual mandate has been the crux of the healthcare overhaul, the Affordable Care Act, also known as Obamacare. The idea is that if healthy people who underutilize their health insurance are required to have insurance, less healthy individuals will be better able to afford health insurance. Over time, the healthy individuals would reap the … Read more
Introduction Probability of Needing Long Term Care Medicare Medi-Cal (Medicaid) VA Aid & Attendance Non Service Connected Disability Pension Complimentary Report Introduction: Ben and Sally were retired and looking forward to their golden years. They had faithfully put away enough that, when added to their social security and retirement pension, would allow them to live … Read more
While reading about Facebook’s heavily anticipated IPO, I was surprised to find that it brings up the occasion to discuss a number of estate planning issues. For one thing, the estate tax planning issues brought up in large estates may apply to more people beginning next year. For another, the IPO may produce a windfall … Read more
Medical costs have been rising consistently over the last several years, far outpacing inflation and driving many individuals into bankruptcy. There are a number of issues that lead to the problem. Advancements in medicine are expensive, the population is aging so medical care is more in demand, and poor preventative measures mean bigger ailments are … Read more
One of the primary goals in Medi-Cal planning is to allow your elderly family to receive the care they need without losing all of their assets in the process. Long term care is often extremely expensive, especially when it involves skilled nursing care facilities or in-home care. Medi-Cal eases the burden for the ill in … Read more
In my last article, I covered some of the common pitfalls of attempting to avoid probate by, primarily, placing property in joint tenancy. I’ve saved the biggest zingers for this article. One of the major problems with this method of avoiding probate is the lack of creditor protection. Although generally clients who wish to put … 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...
