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 I write this post, I am reminded of that ABC show “What would You Do?” Last week, ABC re-aired John Quiniones’ broadcast about a disoriented elderly driver. A 92 year old actor posed as an elderly man who seemed confused and disoriented as he wandered around asking passersby, “Excuse me, can you help me find my car?” Irene … Read more
As Father’s Day approaches I remember my dad, Dr. David Miller. Besides being a great dad, he was a physician in the Los Angeles area for many years. Dad served in the military during WWII. Like most veterans of the era, he didn’t talk much about his experience there. With a little digging I found … Read more
Not many folks understand the Healthcare Reform Act. Fewer still know that it has a long term care (LTC) provision called the CLASS Act. CLASS stands for “Community Living Assistance Services and Supports. The law specifies that it is “a national voluntary insurance program”. The key word in the law is that it is “voluntary”. … Read more
Choosing the Best Home Care Service for a Loved One… How to Go About It and What to Look For! Introduction The Typical Situation Determine the Needs The Guidelines Ask for References Resources Introduction: Making the decision to hire a home care service to provide care for your loved one is an important decision and … Read more
What Does the New Estate Tax Law Mean to Me….. Part 1 Introduction History Exemption Amount What of the Future for the Exemption So What Should I do Introduction: You are probably aware that President Obama signed the Tax Relief Act on December 17, 2010. That law created a number of changes and updates that … Read more
ESTATE PLANNING MYTHS AND WHAT THE HUCKSTERS DON’T TELL YOU… Myth #1: A living trust allows you to protect your family because you control who gets your stuff. Myth #2: Probate is expensive often costing 5% of the gross value of your estate. Myth #3: Probates almost always have complications such as unknown debts or … Read more
You may have heard that owning property jointly will avoid probate. Probate is the court process of overseeing the distribution of your assets after your death. It can be expensive and time-consuming compared to trust administration or beneficiary designation. As a result, many people wish to avoid the process by naming their spouse or, in … Read more
A-B Living Trust can have flexibility when prepared by qualified attorneys Answer A-B Trust In General Low Price vs. Flexibility Power of Appointment Question Dear Mr. Miller: All of this talk has convinced me that Trusts can save my family a lot of money. My wife and I have accumulated about $1.5 million, most of … Read more
The QVap Trust: Having Your Cake and Eating It, Too! Introduction Capital Gain Exclusion Living Trusts Irrevocable Trusts QVap Trust QVap Trust-Other Benefits Introduction It is often the case that a Veteran who owns a home wishes to receive the Veterans Non-Service Connected Disability Pension. Many times this Veteran is in an Assisted Living Facility … 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...
