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 moreMedicare is our country’s health insurance program for people age 65 or older. Certain people younger than age 65 can qualify for Medicare, too, including those who have disabilities, permanent kidney failure or amyotrophic lateral sclerosis (Lou Gehrig’s disease). The program helps with the cost of health care, but it does not cover all medical … Read more
Several months ago we posted an article regarding What Can A Home Equity Loan Do for You? We wanted to delve into the Reverse Mortgage a bit more. What is a Reverse Mortgage? A reverse mortgage is a popular but complex home loan for senior homeowners. If you qualify for a reverse mortgage, you will … Read more
The graying of America is definitely upon us. With more and more seniors needing assistance, some are finding new ways to live out their golden years. In this week’s New York Times blog “The New Old Age,” writer Emily Liedel examines some alternatives to the nursing homes and assisted living centers of the past. For instance, in Emily’s … Read more
Americans who take time off work to care for their aging parents are losing an estimated $3 trillion dollars in wages, pension and Social Security benefits, according to a new MetLife study. If you’re like most, you don’t have time to read and analyze their 26-page report, so MetLife gives a top ten list of … Read more
Americans who take time off work to care for their aging parents are losing an estimated $3 trillion dollars in wages, pension and Social Security benefits, according to a new MetLife study. Meanwhile, the percentage of adult children providing basic care for their parents has skyrocketed in recent years. If you’re like most, you don’t … Read more
I visited a networking breakfast last week and learned something new! Do you know what a Geriatric Care Manager is? I do, but I didn’t know what sets them apart from other long term care professionals. I recommend Geriatric Care Managers to many of my clients because I know how valuable it can be to … Read more
I routinely advise my clients on how to store the original estate planning documents I have prepared for them. But there are other important documents that should be protected. The Wall Street Journal’s Weekend Investor just posted an article on the topic. You may also find helpful Good Housekeeping’s list of what to keep, what … Read more
According to Medicare.gov, there are 86 nursing homes to choose from in San Diego County. There may be more that are not included in this number. This is because they are not “Medicare certified.” If a nursing home is not “Medicare certified,” they may not participate in Medicare or Medicaid. But they can be licensed by … Read more
A client’s son called the other day to share his mother’s situation. His sister began noticing some problems with mom’s checking account. My client had recently begun writing quite a few checks to charities and did not remember. In one instance, she said someone came to the door and solicited a donation. The final straw … Read more
As I write this post, I am reminded of that ABC show “What would You Do?” Last week, ABC re-aired John Quiniones’ broadcast about a disoriented elderly driver. A 92 year old actor posed as an elderly man who seemed confused and disoriented as he wandered around asking passersby, “Excuse me, can you help me find my car?” Irene … 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 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...
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 ...
