PROTECT YOUR LEGACY. TODAY, TOMORROW & BEYOND.

PLANNING TODAY, PROTECTING TOMORROW.

At Core Legacy Group, we understand the emotional toll that loss—whether sudden or expected—can bring. We've walked that path ourselves. It's why we've partnered with top-tier estate planning professionals to offer families something priceless: clarity, simplicity, and peace of mind.

Estate planning isn’t just for the wealthy or elderly—it’s for anyone who loves deeply and wants to leave a lasting legacy.

We make it easy and affordable to get started. Our mission is to take the confusion out of estate planning so you can:

Protect your loved ones

Preserve your values

Pass down what matters most

  • Avoid Probate.

  • Maintain Privacy.

  • Avoid Court-Appointed Conservatorship.

  • Protect Children's Inheritance

  • Ensure Fast Access to Funds

  • Support Blended Families

  • Adapt to Life Changes

  • Centralize Asset Management

  • Keep Things Harmonious

Let us help you safeguard your future—so the ones you love are never left guessing.

What's included in a Comprehensive Estate Plan?

Revocable Living Trust

A revocable living trust document is a legal tool used in estate planning that allows someone (called the grantor) to place their assets—like property, bank accounts, or investments—into a trust during their lifetime.

A revocable living trust is a written agreement that creates a legal entity (the trust) to hold and manage assets.

The term “revocable” means the grantor can change or cancel the trust at any time while they’re alive.

It’s called “living” because it’s created and active during the grantor’s lifetime.

Will

A Will, often called a Last Will and Testament, is a legal document that outlines your wishes for what should happen to your property, assets, and dependents after you pass away2. It’s one of the most important tools in estate planning.

Power of Attorney

A power of attorney (POA) is a legal document that lets you appoint someone you trust to make decisions on your behalf if you're unable to do so. There are two main types, and they serve different purposes: Health and Finance.

Living Will (Advanced Directives)

A living will is a legal document that spells out your preferences for medical treatment if you're ever unable to communicate or make decisions due to illness or injury

Stay up to date with the latest news!

SSA Benefits Screener

SSA Benefits Screener

Use the benefits screener on SSA.gov to help you understand what benefits you may be eligible for. ...more

Estate Planning ,Social Security

July 28, 20252 min read

The importance of digital protection!

The importance of digital protection!

What is Theft Beyond the Grave, aka "Ghosting'? This is identity theft that occurs after someone passes away. ...more

Estate Planning ,Scam and Fraud Prevention

July 25, 20251 min read

5 Steps to Make Applying for Disability Easier

5 Steps to Make Applying for Disability Easier

5 steps to make applying for social security disability income from the Social Security office. ...more

Estate Planning ,Social Security &Medicare

July 24, 20253 min read

What is Ghosting

What is Ghosting

What is Theft Beyond the Grave, aka "Ghosting'? This is identity theft that occurs after someone passes away. ...more

Estate Planning ,Scam and Fraud Prevention

July 24, 20251 min read

A Will is Public Information

A Will is Public Information

If you've got a Will in place already, good job! But did you know the Probate process is public data and easily accessible online by anyone, including scammers, creditors, potential lawsuits, etc. ...more

Estate Planning

July 22, 20251 min read

A Will equals a Wish

A Will equals a Wish

If you've got a Will in place already, good job! But don't make the mistake of stopping there... get your assets and legacy fully protected with a Revocable Trust. ...more

Estate Planning

July 22, 20251 min read

Trusts & Wills: FAQ

I already have a Will, so I am good, right?

Not necessarily! If you have children under the age of 18, dependents who rely on you for their care, and/or properties with a Deed, then a Will isn't sufficient, and a trust is highly recommended to avoid the costly & lengthy process of Probate Court! Remember, a Will = WISH and that doesn't guarantee the COURTS will carry out those wishes after you pass.

I wish I could afford to organize my estate, but estate planning is too expensive!

The legal system is costly, but protecting your family shouldn't be. Many people don't have an estate plan because they can't justify the attorney fees. We get it! But great news, we've got the solution that makes Estate Planning easy, affordable and puts YOU in control!

What is probate?

Probate is a legal process that occurs after death. It is the general administration of a deceased person's will or the estate of a deceased person without a will. During the probate process, the assets of the deceased person are formally transferred to their new owners. In common law jurisdictions, probate is the judicial process whereby a will is "proved" in a court of law and accepted as a valid public document that is the true last testament of the deceased, or whereby the estate is settled according to the laws of intestacy in the state of residence of the deceased at time of death in the absence of a legal will. PROBATE CAN BE A LENGTHY AND COSTLY PROCESS!

What does probate cost?

The cost of probate varies greatly! In the United States, these costs range from 5-10% of the estate's total value. For an estate valued at $100,000, probate expenses could fall between $5,000 - $10,000 minimum. Costs can climb further based on factors like estate size, legal complexities, and location. That money goes to the courts, attorneys, etc., NOT YOUR LEGACY! And to make matters worse, the family is UNABLE to sell off any assets or property until Probate Court is completed... so ask yourself, who is going to pay for the mortgage, lot rent, expenses, etc. in the meantime?

What is a revocable living trust?

A revocable living trust is a powerful estate planning tool that offers flexibility, privacy, and the ability to avoid probate. It is particularly beneficial for individuals looking to manage their assets effectively during their lifetime and ensure a smooth transition of those assets to their beneficiaries after death.

Keeping assets in the family.

You worked hard for your legacy, and chances are, you want to keep your assets, including any real estate, businesses, personal possessions, etc., passed onto the people of your choosing, including grandchildren. Here's a scenario for thought: What if you passed your estate onto your grown child, who then divorces shortly after taking possession of the legacy you left for them. Do you want your child to lose half of this estate to their estranged spouse? If not, make it secure with a revocable living trust today! Easy - Quick - Affordable!

What happens if I die without a Will?

The worst case scenario. Dying without a Will means you risk putting the presiding judge over Probate Court in a position to make decisions about how your estate is settled, which may not be in the manner you would have preferred. Additionally, Probate Court can be time-consuming and costly.

I have family issues I don't want to deal with it, so I can't even think about setting up a Trust right now!

Estate planning can be difficult if you have problems with your spouse, family, or other family members. This can be exacerbated if there are multiple marriages and families. However, avoiding estate planning is most likely to lead to even worse problems, not just after your death but if you should ever become incompetent or incapacitated. Whatever problems and/or issues you have now will most likely intensify! The "pain" of estate planning is much less than the "pain" of not getting it done at all!

I am single and have no children or any assets.

A Trust might not be the best solution for you, right now. BUT it would be useful to have a Living Will with Advanced Medical Directives regarding end-of-life decisions, a Durable Power of Attorney, and instructions regarding your how YOU want end-of-life to be handled.

Core Legacy Group LLC

Contact Info

Phone: 386-378-1696

Legal

Privacy Policy

Terms & Conditions

© 2024 Core Legacy Group LLC. All Rights Reserved. Medicare Required Disclaimer:
We do not offer every plan available in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.