Artwork

Content provided by Jonathan DeYoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan DeYoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Aaron Miller — Navigating Elder Law and Estate Planning with Aaron Miller

40:45
 
Share
 

Manage episode 481081670 series 3313517
Content provided by Jonathan DeYoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan DeYoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Aaron R. Miller is an award-winning Elder Law and Estate Planning Attorney dedicated to helping families with long-term care. After starting his career in corporate litigation, he shifted his focus to avoid the high costs of long-term care, inspired by his grandparents’ struggles. Miller Law Office has been named the Best Law Firm in Plano for three consecutive years, known for building strong relationships and providing services like Medicaid planning and family harmony protection.

In this episode of Mindful Money, I talk with Aaron about the financial and emotional complexities of long-term care. Aaron shares powerful personal stories, including his mother’s struggle with dementia, and offers guidance on protecting family assets, qualifying for Medicaid, and using long-term care insurance wisely. We discuss common pitfalls, like failing to fund a trust or cashing out IRAs too soon, and Aaron outlines the six primary care options as we age. Whether you’re planning for your parents or your own future, this conversation is packed with insight, heart, and actionable advice.

In this episode:

  • (00:00) - Intro

  • (01:02) - Meet Aaron Miller

  • (02:08) - Aaron’s early life and money lessons

  • (04:16) - Couponing and frugality growing up

  • (08:37) - Aaron’s path to elder law and estate planning

  • (13:29) - Different types of elder care options

  • (15:20) - Caring for a parent with dementia

  • (21:11) - Financial impacts of long-term care

  • (25:41) - Long-term care insurance pros and cons

  • (27:51) - Medicaid planning and trust strategies

  • (30:56) - VA benefits for veterans’ long-term care

  • (33:43) - Why trusts matter more than wills

  • (38:23) - How to connect with Aaron

Get full show notes and links at https://mindful.money.

Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.

  continue reading

166 episodes

Artwork
iconShare
 
Manage episode 481081670 series 3313517
Content provided by Jonathan DeYoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan DeYoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Aaron R. Miller is an award-winning Elder Law and Estate Planning Attorney dedicated to helping families with long-term care. After starting his career in corporate litigation, he shifted his focus to avoid the high costs of long-term care, inspired by his grandparents’ struggles. Miller Law Office has been named the Best Law Firm in Plano for three consecutive years, known for building strong relationships and providing services like Medicaid planning and family harmony protection.

In this episode of Mindful Money, I talk with Aaron about the financial and emotional complexities of long-term care. Aaron shares powerful personal stories, including his mother’s struggle with dementia, and offers guidance on protecting family assets, qualifying for Medicaid, and using long-term care insurance wisely. We discuss common pitfalls, like failing to fund a trust or cashing out IRAs too soon, and Aaron outlines the six primary care options as we age. Whether you’re planning for your parents or your own future, this conversation is packed with insight, heart, and actionable advice.

In this episode:

  • (00:00) - Intro

  • (01:02) - Meet Aaron Miller

  • (02:08) - Aaron’s early life and money lessons

  • (04:16) - Couponing and frugality growing up

  • (08:37) - Aaron’s path to elder law and estate planning

  • (13:29) - Different types of elder care options

  • (15:20) - Caring for a parent with dementia

  • (21:11) - Financial impacts of long-term care

  • (25:41) - Long-term care insurance pros and cons

  • (27:51) - Medicaid planning and trust strategies

  • (30:56) - VA benefits for veterans’ long-term care

  • (33:43) - Why trusts matter more than wills

  • (38:23) - How to connect with Aaron

Get full show notes and links at https://mindful.money.

Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.

  continue reading

166 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play