Fort Myers, FL
Wills and Estate Planning in Fort Myers, FL
Work with a Reliable Estate Planning Attorney
Planning for the future isn’t something to take lightly, especially when it can greatly impact those you care about. One of the best ways to make sure you’re prepared for the coming years is through estate planning. At Generational Strategies Group, we’re dedicated to helping high-net-worth clients in Fort Myers, FL successfully prepare for their golden years. We can assist with nearly anything, from filing estate planning documentation to drawing up a will. Our team knows that it can be challenging to think so far ahead, but it’s never too early to put an airtight plan together. Find out what our estate planning lawyers can do for you and your family.
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
Fort Myers, FL, USA
We Offer Comprehensive Counsel
What is estate planning? What comes first on the estate planning checklist? We can answer all these questions and more. With over 30 years of legal experience, we’re well-versed in all aspects of state-specific estate planning laws. Our clients look to us for comprehensive counsel and rarely need to go elsewhere for further legal advice. We specialize in the following aspects of estate planning:
- Legacy Planning: Plan to leave a lasting legacy, whether that’s to your family or a worthy charity. Our team ensures that the effects of our clients’ generosity will be felt for generations to come.
- Retirement Planning: Many people look forward to their golden years, but retirement requires quite a bit of planning. Our team will help you establish goals and set you on the right track to accomplishing them.
- Advanced Estate & Trust Planning: We’re familiar with advanced planning tactics that help maintain your wealth as you pass it on to the next generation. Our team is particularly experienced with Dynasty Trusts and Irrevocable Life Insurance Trusts.
- Tax Deferral & Asset Protection: Keep as much wealth as possible with our tax deferral and asset protection techniques.
- Life Insurance: Life insurance is an excellent way to pay final expenses. We know innovative strategies to create funds outside your estate by purchasing life insurance.
- Life Settlements: Life settlements can be difficult to navigate. Fortunately, our team is here to support clients during this trying time.
Generational Strategies Group Is Fort Myers’ Top Choice
Our estate planning lawyers are second to none in Fort Myers. Over the years, we’ve worked with numerous affluent clients and gained a proven track record of success. We’re our clients’ go-to legal professionals for anything to do with estate planning documents. Not only do we offer the gold standard in legal services, but we’re also committed to clients’ peace of mind. With years of expertise and a friendly demeanor, we hope to inspire confidence in each of our valued clients. Whether you’re looking for full-service estate planning or just a small piece of advice, we’re glad you’ve come to us for help.
Contact Us to Learn More
Estate planning is complicated, but Generational Strategies Group is happy to take care of the hard work on your behalf. We know all the ins and outs of state laws, and we’ll make sure your wealth is transferred to the next generation safely. Don’t hesitate to consult with our experienced team of estate law professionals. Contact us today to get started.