Miller Estate and Elder Law

There are a lot of myths and misconceptions floating around about estate planning and long term care planning. Many families fail to plan because they feel overwhelmed and not sure where to start, so they never put a plan in place. Our mission with this podcast is to give you a starting point, and empower you to ask the questions that matter most when it comes to putting the right estate plan together for you and your family.

In each episode, we are addressing the myths and misconceptions about estate planning and long-term care planning. We’re breaking the process down into digestible information and steps so you will feel confident and motivated to put a plan in place to protect your family.

Connect with Bill Miller and learn more at https://millerestateandelderlaw.com/

2024 Estate Planning Goals: A Year in Review

Dec 31, 2024

In this episode of the Miller Estate and Elder Law Podcast, attorney Bill Miller discusses the critical importance of estate planning and elder law, emphasizing the need for proper legal documents to protect families from the challenges of long-term care. He shares real-life stories illustrating the consequences of...

Taxes Taxes Taxes: What You Need to Know

Dec 24, 2024

In this episode of the Miller Estate and Elder Law Podcast, attorney Bill Miller discusses the intricacies of taxes related to estate planning. He covers three main types of taxes: income taxes, gift and estate taxes, and capital gains taxes. Bill emphasizes the importance of understanding how these taxes...

10 Things You Should Do to Get Your Estate in Order

Nov 26, 2024

In this episode of the Miller Estate and Elder Law Podcast, attorney Bill Miller discusses the essential steps to get your estate plan in order. He emphasizes the importance of having advanced directives, a durable financial power of attorney, a will, and a trust.

The conversation also covers practical aspects such as...

The Problems with Relying on Beneficiary Designations and POD Designations

Nov 19, 2024

In this episode of the Miller Estate and Elder Law Podcast, attorney Bill Miller discusses the complexities of estate planning, particularly focusing on the implications of beneficiary designations and the advantages of using revocable living trusts. Through the story of Mr. Baker, learn about potential pitfalls, such...

The Secure Act

Oct 22, 2024

In this episode, attorney Bill Miller discusses the implications of the Secure Act on estate planning—particularly focusing on asset protection and long-term care costs. He outlines scenarios involving families facing potential nursing home expenses and how the Secure Act has altered the landscape for inherited IRAs,...