HeyJaredTrust Me, It’s Complicated: Estate Planning & Probate Made Simple
Trust Me, It’s Complicated is the estate planning podcast from Marshall Law where real families get real clarity—without the legal jargon.
- Indexed episodes, last 90 days
- 3
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- Aug 3, 2026
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- Jul 6, 2026
Latest episodes
019: The Medicaid Five-Year Lookback Rule Explained: What Counts as a Gift (opens the original)
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John Marshall opens this episode of Trust Me, It's Complicated by tackling a rule that trips up more families than almost any other part of Medicaid planning: the five year lookback. He explains why Medicaid requires five years of bank statements, what actually counts as a gift in their eyes, and how something as ordinary as helping a daughter with a down payment can create years of ineligibility down the road. He also breaks down the monthly divisor calculation Medicaid uses to set penalties, a
018: Can Medicaid Take Your House in Florida? Here's What the Law Actually Says (opens the original)
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Attorney John Marshall tackles one of the most common questions he hears in his Central Florida office: can Medicaid take your house? Many new Florida residents arrive assuming state Medicaid rules mirror what they left behind in Ohio, Pennsylvania, or New York, and that assumption can cost them thousands in unnecessary spend-down before they ever ask for legal advice. Marshall breaks down why Florida treats homestead property differently, including the actual equity cap that determines whether
017: Will vs. Trust: Which One Actually Protects Your Estate? (opens the original)
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Most people think a will and a trust do the same job. John Marshall explains why that assumption costs families time, money, and control over their own estate. In this episode, he breaks down the real difference between the two: a will only takes effect after death, while a trust operates before and after, working as a bridge that can keep assets out of probate court entirely. Marshall walks through pour-over wills, guardian nominations for minor children, and the gap between a standard power of
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