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Estate Planning Professional in Florida

Get in Touch with an Experienced Professional

Planning for the future can seem daunting. Fortunately, the estate planning professionals at Generational Strategies Group are here to help. We have a great responsibility to our Florida clients to ensure that they better understand estate planning documentation and what this process means for their families. Our team has accumulated over 30 years of experience, and we aim to use our expertise to help individuals pass their hard-earned wealth to the next generation. Specializing in wealth transfer and various estate planning services, we’re here to help you.

Generational Strategies Group, LLC

Address
5150 Tamiami Trail N, Suite 600
Naples, FL 34103

Phone
239-352-4111

Hours of Operation
Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM

5150 Tamiami Trail N Suite 600, Naples, FL 34103, USA

Trusted for a Variety of Services

The estate planning definition encompasses a wide variety of specialties. Luckily, our team has experience with numerous subcategories of estate planning. Our clients look to us for all the following services:

  • Legacy Planning: Leaving a legacy is crucial. Many of our clients want to leave a lasting impact on both their families and the world. Our professional will help you allocate your resources to leave the best legacy possible.
  • Retirement Planning: It’s never too early to begin planning for retirement. We work with clients to set up long-term savings accounts and fulfill their goals for the future.
  • Advanced Estate & Trust Planning: We use sophisticated strategies to help our affluent clients transfer their wealth securely. Our team can explain the benefits of Dynasty Trusts, Family Limited Liability Companies, Charitable Remainder Trusts, and much more.
  • Tax Deferral & Asset Protection: It’s our goal to ensure our clients’ property remains in their families. We take pride in our cutting-edge strategies.
  • Life Insurance: Life insurance is a vital part of any estate planning checklist. Investing in a good policy now will help your family pay estate taxes and other final expenses in the future.
  • Life Settlements: Allow us to handle the complexities of a life settlement. Our team will analyze your life insurance policy and present you with the best settlement options.
couple meeting with financial planner

Why Hire an Estate Planning Lawyer

Clients hoping to pass on large stores of wealth will benefit greatly from working with an estate planning professional. Florida is subject to numerous state-specific estate planning laws, and our professionals are here to guide clients through their complexities. We want to ensure that your wealth is passed on to the appropriate parties, whether that’s your family, other individuals, or designated charities. Our team understands the vital role that wills and estate planning play in cultivating a lasting legacy.

Contact Our Team Today

The team at Generational Strategies Group is proud to have worked with so many high-net-worth clients over the years. Individuals come to us from Naples, Fort Myers, and the surrounding communities to take advantage of our years of estate planning experience. Whether you need help organizing estate planning documentation, or you just want added peace of mind, our team is here to serve. Contact us today to inquire about a consultation with one of our professionals.