The 5-Year Medicaid Look-Back: What It Really Means
Key Takeaways If you’ve done any research on Medicaid, you’ve probably come across the term “five-year look-back.” You may have...
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Gizmo’s Legacy: Why Every Beloved Pet Deserves a Plan
By John T. Marshall, Esq., and Patti Marshall This is not the article we expected to write this month. On...
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The Hidden Cost of Generosity: Medicaid’s Five Year Lookback
Every state runs its own Medicaid program under federal guidelines, which means the rules that applied in Michigan or Ohio...
019: The Medicaid Five-Year Lookback Rule Explained: What Counts as a Gift
John Marshall opens this episode of Trust Me, It’s Complicated by tackling a rule that trips up more families than...
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Can Medicaid Really Take Your House?
Key Takeaways If you’ve ever wondered whether Medicaid can force the sale of your home to pay for nursing care,...
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Florida Medicaid and Your Home: The Homestead Exemption Explained
A house worth $800,000 does not have to be sold to qualify for Medicaid in Florida. That single fact surprises...
018: Can Medicaid Take Your House in Florida? Here’s What the Law Actually Says
Attorney John Marshall tackles one of the most common questions he hears in his Central Florida office: Can Medicaid take...
Will or Trust: Why the Choice Depends on More Than a Form
A last will and testament feels like the obvious starting point for estate planning. It is not the only option,...
Will vs. Trust: Which One Do You Actually Need?
Key Takeaways “Do I need a will or a trust?” It’s one of the most common questions estate planning attorney...
017: Will vs. Trust: Which One Actually Protects Your Estate?
Most people think a will and a trust do the same job. John Marshall explains why that assumption costs families...