Helping you to Enhance and Preserve Your Wealth and Security For This Generation and the Next
Preserving Wealth For Future Generations
Since 1948, our firm has worked with affluent families to preserve their wealth for future generations. No two families are alike, as everyone views "legacy" planning differently. Prudent planning starts with knowing what is in the hearts of our clients. We then learn the hard facts about their holdings. If they own a business, we assess the viability of the business' survival to the next generation. Our team then crafts customized solutions to help mitigate estate taxes, while making sure the provisions in our clients wills and trusts match what is in their hearts.
Transforming Your Life’s Work From Success to Significance
Good financial management is a lot of work—work that sets a good example. For children and grandchildren, there’s no substitute for having witnessed the care, thoughtfulness, attention to detail, and discipline that good planning demands.
Too often, families have witnessed the final breath of a loved one setting into motion costly, avoidable financial consequences. The tragic result is a message that represents a contradiction to a responsible life of hard work.
NJL&C helps clients transform their life’s work from success to true significance…passing value, responsibility, and work stewardship ethics to those they care about. The result? A meaningful legacy that completes the circle…the purpose for which we were put on this earth.
As you move through the days and years of your life, you do not go unnoticed. You leave a trail, an impression, footprints…unquestionable proof that you existed…in the lives of those around you. - Brett Beavers & Tom Douglas | Something Worth Leaving Behind