Generational Strategies Group, LLC

The most important breakfast you’ll ever have is on February 21 at Ritz-Carlton Naples. Reserve your seat for a private estate planning discussion and start protecting what matters most.

Pass the Torch: An Exclusive Wealth & Estate Planning Seminar at the Ritz-Carlton Beach Resort.

Learn how to gift your family peace of mind this holiday season.

Join us January 10 or 17, 2026 for breakfast at 8:30 am and our program from 9:00–10:30 am.

Seating is limited.

Call 239-352-4111 or sign up at https://genstrat.com/seminar-events/.

Amid the holiday hustle, take a moment to secure what matters most—your family’s future, your wishes, and your hard‑earned assets.

Secure your legacy with confidence.

Generational Strategies Group offers trusted guidance to help you plan for the future with:

✔️ Trust & Estate Planning
✔️ Life Insurance
✔️ Annuities
✔️ Financial Planning

Our licensed professionals are here to help you explore your options and make informed decisions that align with your goals.

"This content is for informational purposes only and does not constitute legal or financial advice."

𝗟𝗘𝗧’𝗦 𝗖𝗢𝗡𝗡𝗘𝗖𝗧
📞 (239) 352-4111
📋 genstrat.com/contact/
💻 www.genstrat.com
📍 Naples, FL

🔔 Estate Planning Update:

Sharing key points from Martin Shenkman’s recent Forbes piece, “Big Beautiful Bill Estate Planning Ideas” (July 6, 2025):

The One Big Beautiful Bill (OBBBA) raised the estate tax exemption to $15M per person, $30M per couple. Still, flexible, strategic planning is as essential as ever.

What matters now:

✅ Most won’t itemize deductions—trusts can help preserve tax breaks, especially for charitable giving.
✅ Estate tax laws are subject to change; proactive planning is smart, no matter your net worth.
✅ Asset protection still matters; trusts are critical.
✅ Modern trust designs add flexibility for the future.
✅ Regularly review your estate plan, trusts, and asset titles to adapt to the new rules.

Big Beautiful Bill Estate Planning Ideas The Big Beautiful Bill changes your estate planning. What should you do now? What is different? More access (SPATs and DAPTs), more flexibility, non-grantor trusts.

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 — now and for the future.

The Generational Strategies Group team is here to support your planning goals with clarity and care.

𝗟𝗘𝗧’𝗦 𝗖𝗢𝗡𝗡𝗘𝗖𝗧
📞 (239) 352-4111
📋 https://genstrat.com/contact/
💻 www.genstrat.com
📍 Naples, FL



Offered by licensed professionals. Content is for informational purposes only and not legal or financial advice.

Estate planning doesn’t have to be complicated. Start with the essentials. 📝✅
This easy-to-follow checklist highlights key steps to organize your wishes, protect your assets, and prepare for the future — whether you're creating a new plan or reviewing an old one.

Planning ahead brings peace of mind.
Let’s start the conversation.

📞 (239) 352-4111
📋 Schedule a Consultation
💻 www.genstrat.com
📍 Naples, FL



“Presented by licensed life insurance agents. For general information only.”

Home - Generational Strategies Group Wealth preservation and transfer specialists Our Firm Welcome to Generational Strategies Group, LLC, where we specialize in providing advanced estate planning strategies that go beyond the traditional approach. Founded by Chris T. Christensen, a seasoned professional with a passion for empowering cl...

Don’t let taxes or uncertainty take away from the legacy you’ve worked so hard to build.
At GenStrat, we create personalized estate plans to protect your wealth, honor your values, and secure your family’s future.
Your plan. Your peace of mind.
📞 (239) 352-4111 | 🌐 GenStrat.com"