005: Common Florida Estate Planning Myths debunked

005: Common Florida Estate Planning Myths debunked

Episode Summary: In this episode of Trust Me, It’s Complicated, attorney John Marshall, founder of Marshall Law in Wildwood, Florida, addresses the most common myths about probate and estate planning. From the fallacy of reading the will aloud to the mistaken belief that estate planning is only for the wealthy or elderly, John breaks down misconceptions and explains why strategic planning matters for everyone. He also covers real-life examples and stresses the importance of legal guidance versus online templates.

Key Timestamps: 00:00 – Introduction to probate myths 01:12 – Why “reading of the will” doesn’t happen in real life 04:44 – How probate really works vs. how it’s shown on TV 06:48 – The truth about disinheriting someone with $1 09:27 – Deathbed changes to estate plans and legal challenges 13:58 – Why estate planning isn’t just about death 17:30 – Estate planning is not just for the wealthy 22:00 – The importance of early planning for young adults 24:50 – Do you need an attorney or can you do it yourself?

About the Show: Trust Me, It’s Complicated simplifies the world of estate planning, probate, and trusts through the expertise of Florida attorney John Marshall. Each episode provides practical insights and helpful stories to empower listeners with knowledge and confidence around their future planning.

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Episoder(20)

019: The Medicaid Five-Year Lookback Rule Explained: What Counts as a Gift

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 almost any other part of Medicaid planning: the five year lookback. He explains why M...

3 Aug 22min

018: Can Medicaid Take Your House in Florida? Here's What the Law Actually Says

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 your house? Many new Florida residents arrive assuming state Medicaid rules mi...

20 Jul 40min

017: Will vs. Trust: Which One Actually Protects Your Estate?

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 time, money, and control over their own estate. In this episode, he breaks down the real...

6 Jul 44min

016: Lady Bird Deeds Explained: What Florida Homeowners Need to Know Before Signing Anything

016: Lady Bird Deeds Explained: What Florida Homeowners Need to Know Before Signing Anything

Lady bird deeds are one of the most searched estate planning tools in Florida, and one of the most misunderstood. In this episode, attorney John Marshall lays out exactly what a lady bird deed is, how...

22 Jun 34min

015: Estate Planning Myths That Could Cost Your Family Everything

015: Estate Planning Myths That Could Cost Your Family Everything

Most people put off estate planning because they assume it doesn't apply to them yet. Too young. Not wealthy enough. Already owns everything jointly with a spouse. Attorney John Marshall has heard eve...

8 Jun 30min

014: Estate Planning Myths That Cost Florida Families Thousands (And How to Avoid Them)

014: Estate Planning Myths That Cost Florida Families Thousands (And How to Avoid Them)

Most Florida families have the estate planning conversation too late, and it costs them. In this episode, attorney John Marshall cuts through five of the most common estate planning myths, the ones th...

25 Mai 37min

Welcome to Trust Me, It’s Complicated

Welcome to Trust Me, It’s Complicated

Trust Me, It’s Complicated is the estate planning podcast from Marshall Law where real families get real clarity—without the legal jargon. Attorney John Marshall breaks down estate planning, trust adm...

20 Mai 3min

013: Pet Trusts 101: How to Protect Your Pets After You're Gone

013: Pet Trusts 101: How to Protect Your Pets After You're Gone

What happens to your pets when you're gone? In this episode of Trust Me, It's Complicated, attorney John Marshall breaks down the often-overlooked world of Pet Trusts — and why every animal lover need...

16 Mar 14min

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