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 morePlanning for benefits eligibility in old age makes good financial sense. Many people fear outliving their retirement accounts even without major expenses depleting their accounts. Unforeseen health expenses can deplete an estate rapidly, particularly if you need help with basic, daily tasks through regular home care or skilled nursing. When it comes to planning for … Read more
Introduction VA Pension Rates Net Worth Limits Congress’ Approach to Make Changes Status of Congressional Bill Medi-Cal Medi-Cal Transfer Penalties Ultimate Answer Dear Mr. Miller: Introduction: My Dad is in assisted living and it is costing $4000 per month. He is a Korean War Vet. He only has $1800 monthly coming in from social security … Read more
It’s that time of year again: Veterans Day! Veterans Day is a day of celebrating those who honorably served our country at home and abroad. On Monday, the annual Veterans Day parade will be held in downtown San Diego, specifically highlighting Vietnam veterans and commemorating 50 years since the war. Vietnam veterans have had particular … Read more
California pioneers industries and paves the way for modern marvels. From biomedical research and drone design and manufacture here in San Diego, to the film industry from our neighbors to the north and computer and internet technology in Silicon Valley, this state creates products and business models that set an example for the rest of … Read more
As Congressional legislatures bully each other over proposed budgets, debt ceilings, and other financial priorities, the fate of many veterans hangs in the balance. Indeed, the financial fate of over 5 million veterans is at risk. The VA will run out of money by November 1st and will be unable to pay VA Aid & … Read more
As a military town, San Diego is being hit particularly hard by the ongoing government shut down. Veterans who have been awaiting disability benefits for months may now be forced to wait longer while no one works on approving their claims. The VA has ceased mandatory overtime and, although it expects to continue issuing checks … Read more
In what is quickly becoming a semi-annual display in governmental incompetence (this is the fourth since 2011), we are bracing once again for a government shutdown, debt ceiling debate, and budget crunch. The government will shut down due to its failure to create a budget on October 1, 2013, if it has not created one … Read more
In the wake of yet another mass shooting tragedy, my heart goes out the victims and their families following the shooting that occurred last Monday at the Navy Shipyard in Washington, D.C. This tragedy is perhaps more striking due to some of the seemingly irregular circumstances involved: the gun appears to have been purchased legally … Read more
We are holding workshops October 8 and October 10 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
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
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 own a 30% interest in a family corporation that holds real estate in California. Someone mentioned that I have to file some type ...
Dear Mr. Miller: My Dad is 70 and is badly in need of assisted living but the cost would quickly wipe him out. He has $3000 in SSI and another $1500...
Dear Mr. Miller: I know I need a Living Trust so that my $1.5 million house won’t go through Probate when I pass. I don’t want my two ...
