Generational Strategies Group, LLC
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Pass the Torch to the Next Generation!
Join us for the biggest estate planning event of the season at Ritz-Carlton Beach Resort, November 15, 2025.
Enjoy complimentary breakfast (8:30am) and valet parkingβprogram runs 9:00β10:30am.
Limited seating. RSVP: 239-352-4111 or visit www.GenStrat.com
07/21/2025
Probate can be a costly and time-consuming process. With proper estate planning, families can reduce delays, maintain privacy, and minimize stress during difficult times.
This checklist outlines key strategies to help you prepare and protect what matters most β now and for the future.
The Generational Strategies Group team is here to support your planning goals with clarity and care.
πππ§βπ¦ ππ’π‘π‘πππ§
π (239) 352-4111
π https://genstrat.com/contact/
π» www.genstrat.com
π Naples, FL
Offered by licensed professionals. Content is for informational purposes only and not legal or financial advice.
06/23/2025
Donβt let taxes or uncertainty take away from the legacy youβve worked so hard to build.
At GenStrat, we create personalized estate plans to protect your wealth, honor your values, and secure your familyβs future.
Your plan. Your peace of mind.
π (239) 352-4111 | π GenStrat.com"
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5150 Tamiami Trail N Ste 600
Naples, FL
34103
