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 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: I’m all alone now. My husband of 39 years passed a few months ago. Thank goodness for my kids who have been helping me through this very difficult time. My husband handled all of the finances, investments, and insurance matters. Don’t get me wrong. I’m not stupid; actually I’m a college graduate. … Read more
Introduction Use the Proper Expert Experts You Will Need Selecting an Attorney Tax Advisor CPA Enrolled Agent Registered Tax Preparer Financial Advisor Trust Companies & Banks Certified Financial Planner Dear Mr. Miller: Introduction My husband just passed and I am worried—really worried. Do we have money? Yes, I think so. The problem is, I really … Read more
Amidst the continued attempts to repeal or defund Obamacare, California is moving ahead with Covered California, the new state-run health insurance exchange, which could have a major impact on Californians’ health care insurance options. It is important for you to be aware of the provisions of Obamacare that apply to you, particularly if you are … Read more
The rights and benefits conferred on married couples by various federal and state entities are being expanded in new and, occasionally, surprising ways. It is still true, of course that heterosexual marriages are the ultimate legal couple, with the broadest rights available to them. However, with the recent Supreme court decisions overturning the Defense of … Read more
The quagmire that is the medical billing process is confusing, to say the least. It is so confusing, in fact, that there are college courses specifically directed toward teaching people how to do it and entire jobs dedicated solely to medical invoicing. The medical industry is far from the standard consumer model where you choose … Read more
Last week a tragedy in sleepy Newtown, CT rocked the nation as a killer claimed the lives of 26 people in an elementary school, his mother, and himself. The sheer atrocity of the act has brought gun control and mental health to the forefront of political debate. It should be noted that the shooter has … Read more
As the Medicare and Medicaid debate continues to unfold, everyone seems to agree that, for people who need the government healthcare programs, the programs are literally vital and no one wants to turn their backs on recipients. However, everyone also agrees that the programs, and healthcare in general, are getting too expensive. As a result, … Read more
The Veterans Homes Fund could use your help. On your California income tax return (Form 540), you have the opportunity to donate all or some of your refund to various organizations. The CA Veteran’s Home Fund was added to income tax returns last year. In order to remain on the return, it must generate $250,000 … Read more
The answer, as always, is it depends. But, before you think this will be an article about eligibility requirements rest assured it is not. First, think about what ails you and how you would most like it to be treated. Do you want to be in a hospital or skilled nursing facility? Do you want … 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: I’m in my 90s now. I’m proud to say that I am worth $4 million. I’ve had a Trust for years. I have two kids, ...
Dear Mr. Miller: My Mom is in a skilled nursing facility in California. Not only is her memory completely shot, she really has no idea which way is up...
Dear Mr. Miller: Last month you mentioned some problems that one can run into when creating a Living Trust or Will online or without an experienced at...
