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.
Mr. 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.
Mr. 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.
Dear M. Miller: My Dad passed over a year ago. He was living in a Continuing Care Retirement Community (CCRC). He paid a hefty fee when he originally entered, about $350,000. My understanding was that 75% of that would be refunded when he passed. When I first inquired about the refund, the CCRC said they … Read more
Dear Mr. Miller: My Dad, mentally, is just not what he used to be. To the extreme! He has now lost over $100,000 to senior fraud. He received a call last month from a person who claimed to be an attorney in Canada. The person explained that my uncle was in jail for drunk driving … Read more
Dear Mr. Miller: I’m concerned about making sure that my kids carry out my wishes. I have a Living Trust so what I want to occur after I’m gone is laid out. But what about if I’m in an accident or have a stroke and can no longer function mentally? How do I know that … Read more
Dear 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 am approaching 65 and am going to be eligible for Medicare. But all of these plans: A, B, J, G, Medigap, Medicare Advantage–what are they? All I want is a plan that will cover me like my work plan did. In my job, the company told me what I was getting. … Read more
Dear Mr. Miller: My husband and I have a living trust. Our apologies, we didn’t get it from you–probably should have as you seem to know your stuff. Anyway, I was looking through the various documents and noticed that our Trust has something called schedules in back. A Schedule A, H, and W. There is … Read more
Dear Mr. Miller: My Dad moved to an assisted living facility(ALF) in Northern California last month. I helped him with the papers and getting everything signed. The monthly fees are going to be about $8000 due to my Dad’s needs. He really doesn’t have any income to speak of. He does have about $100,000 in … Read more
Dear Mr. Miller: I am getting up in years and trying to decide if my Living Trust, as it stands, needs to be changed. I put it together many years ago and named my daughter, now in her 60’s, as the one to take over for me if I can’t handle my affairs anymore, or … Read more
Dear Mr. Miller: That’s how I have started this column since I first started writing it in the early 80’s. But this is a situation that I have for myself. We just paid off our mortgage. My wife wants to have a mortgage bonfire and several of my bank’s employees have joined with her in … Read more
Dear Mr. Miller: My parents are going broke quickly. What with the care they are receiving at the assisted living facility it is costing over $15,000 per month. Their income is around $2500. So $12,500 per month is going out. They only have $300,000 in the bank. My calculations show them going broke in less … Read more
For over 3 decades Mr. Miller has helped me with both my business and personal legal affairs. I also am friends with many veterans who praise his work in the field of Veterans Affairs. I would describe him as knowledgeable, experienced, and very trustworthy.
Mr. Miller & Kristen were instrumental in helping me obtain the Veterans Pension Benefit, which has truly been “life-changing” for me! Their involvement was crucial to my qualifying and the successful submission of an application that was approved the first time through. There is no way I would have ever navigated this complex process without their expertise and guidance. It was a pleasure to interact with the staff. All of them were very professional and exhibited a caring/helpful attitude. I am so appreciative of their services. I hope every veteran is able to avail themselves of this wonderful program.
Grateful WWII Naval Veteran
Mr. Miller and his staff expertly handled the complex, intricate filing for a Veterans’ Aid and Attendance pension benefit for my elderly father. This benefit – though it took a seemingly very long time to be approved – turned out to be the sole way our family could possibly afford proper care for a brave vet who had entered the murky waters of dementia. Miller and his staff kept me briefed throughout the process and were instrumental in coaching me what to expect and when. And they were right!