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 moreBoomer Children Discover How They and Their 65+ Parents Can Afford Assisted Living, Skilled Nursing, Home Care…. Do your parents qualify? In this webinar, VA Accredited Attorney Merwyn J. Miller will explain how your parents can receive this government benefit to help pay for assisted living, skilled nursing, or in home care. He will also … 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
A client called me the other day asking what I know about annuities. She was invited by a friend to attend a free seminar with a free lunch by a “Trust Advisor.” Her friend, recently widowed, didn’t have a trust and didn’t know how best to invest her nest egg left by her late husband. … 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
The short answer is yes, everyone needs to think about long-term care planning. The more complicated answer is: What type of care will you need? What will it cost? How will you pay for it? No one can say for sure that you will end up in a nursing home, but statistics show that for … Read more
Think your estate planning is done once you’ve gone to the trouble of making a will? Think again. All your hard work can be undone with the stroke of a pen when you open a bank, brokerage, or retirement account. Investors have the option of naming beneficiaries directly on a wide range of financial products. The … Read more
Limitations Definitions Trigger Example I’m my Mom’s Power of Attorney and I want to make gifts on her behalf to myself and my three sisters. This will help her get qualified for Medi-Cal. I’m my Mom’s Power of Attorney—I can do anything for her now—Right??? Limitations: Wrong! Your powers to act on behalf of your … 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
(Having trouble viewing the video? *see below) This story is incredible — A fitting way to say thanks to WWII Vets! This video was posted on Youtube with the request to forward it to as many as possible by Memorial Day 2011. Although Memorial Day has passed, Freethink Media continues to promote this video for an upcoming … 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...
