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 moreAs the election cycle continues, Governor Mitt Romney has been increasingly pressed to clarify his position on Medicaid (Medi-Cal in California). President Obama’s position, of course, is to expand Medicaid eligibility under the Patient Protection and Affordable Care Act, commonly known as Obamacare. For most of the election, Governor Romney’s position has been overturning Obamacare. … Read more
The law, the markets, your family, and politics are in a more or less constant state of flux. Chances are, you have a team of financial professionals to help you deal with these constant changes, and don’t even think about it! As you work with your tax and financial planners, usually annually, consider including your … Read more
The Department of Veteran’s Affairs is the government agency in charge of paying many veteran benefits, including the GI Bill, and Aid and Attendance (also known as the Non Service Connected Improved Pension Benefit). In order to handle the many benefits programs over which the VA has the obligation to manage, they have created a … Read more
Medical Insurance When You Are Out of the Country?What Should You Have? Introduction Medicare and Medigap Private Insurance Travel Insurance Most Travel Insurance Policies? Medical Evacuation Coverage Is Not What You May Think Why Do You Want Real Medical Evacuation Insurance Cruise Ships The Moral of the Story Summary Introduction: Mark and Betty were having … Read more
The Presidential debate has featured a lot on who stole what from Medicare and why. However, as former President Clinton pointed out last night in his speech during the Democratic National Convention, many seniors and middle-class Americans qualify for Medicaid (Medi-Cal ) as well. Additionally, as the former president asserted, much of the Medi-Cal benefits … Read more
As the Democrats get their National Convention underway in Charlotte, NC this week, women’s health and Obamacare are top on the agenda. As a result of recent claims made by Senator Todd Akin, abortion and family planning catapulted to the forefront of the national discussion. In Texas, a federal judge recently allowed the Texas legislature … Read more
Step Up In Basis With A-B Trusts Printer Friendly Version Introduction Step Up In Basis Rule Decedent’s Trust Step Up Death Tax Focus Changing the Focus to an Income Tax One Getting Help Dear Mr. Miller: My Dad passed a few months ago. My Mom preceded him back in 2000. They had one of those … Read more
Originally, John Doe was a person with an unreported off-shore bank account, who may be subjected to substantial tax penalties for failing to disclose their foreign assets. However, for the last year the John Doe summons (which, essentially goes after people whose identities are unknown and unspecified), has been targeted toward people who failed to … Read more
The calls for more Romney tax returns may be based in a lot of motives: playing politics, distraction, a desire to force the Republican nominee to live up to his father’s ideals. Whatever the case may be, it certainly is not purely making an argument about the state of the tax structure, because enough can … Read more
You should always consult an attorney to discuss your particular circumstances, desires, and plans in order to have an estate plan that fully meets your needs. However, as we round into a fifth year since the stock market crashed, I understand that the thought of legal fees is occasionally more intimidating than contemplating your own … 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...
