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 moreAm I Being Cheated? Why Would I want to File a Death Tax Return If I Don’t Have To? Introduction Death Tax Return Filing Requirements Reasons for Filing a Return Inflation and Appreciation Marital Deduction Deceased Spouse Unused Exemption Capital Gains Qtip Election Projections Qualified Specialist Dear Mr. Miller: Introduction: My husband passed earlier this … 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
When it comes to household finances, many couples assign one spouse to take care of the money. That person balances the checkbook, makes sure the bills are paid, and sets the budget. It is part of the divide and conquer paradigm that makes households, and businesses for that matter, work efficiently. In any couple, though, … Read more
Estate planning does not only distribute property on death. You may also determine who will raise, rear, and care for your minor children. In many cases, married couples assume that their spouse will take responsibility for the children. Married couples are also more likely to die together in a common accident than others. For divorced … Read more
The world is changing so quickly around us that it can be difficult to understand or even take a guess at what the future holds. One of the inherent difficulties in estate planning, of course, is that the law changes almost every year along with your personal financial and family situation. The old adage that … Read more
Planning your own funeral may seem like a daunting task, but it is also an area rife with problems for surviving family members. We often think about how an estate plan may affect our loved ones and whether it will create strife. However, particularly when a parent dies, siblings may have trouble determining how “nice” … 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
Power of Attorney Not What Daughter Expected Introduction Living Trust vs Living Trust Package Medi-Cal Recovery and the House Solution to Medi-Cal Recovery Statutory Financial Powers of Attorney Advantages and Disadvantages of Statutory Form Customization for Gift Giving Power What Attorney Should Cover in Interview Conclusion Dear Mr. Miller: Introduction: Last month my father had … 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...
