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New Jersey Life & Casualty Associates, LLC

  

  • About Us
    • Overview
    • Our Story
    • Our Team
  • Insurance Planning
    • Life Settlements
    • The Critical Link
    • Tailoring the Fit
    • Navigating Policy Pricing
    • Bridging Policy Expectations with Results
    • Case Study
  • Estate Planning
    • Overview
  • Business Succession
    • Advantages
    • Getting Started
    • Key Steps
  • Executive Compensation
    • Competing for Top Talent
    • Getting Started
    • Does Your Plan Recruit, Retain, Reward?
    • Planning That Performs As Intended
    • Other Compensation Strategies
  • Retirement Planning
    • Overview
    • Accumulating Wealth for Retirement
    • Managing Wealth In Retirement
    • Employee Benefit Plans
 

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  3. Estate Planning

Estate Planning

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
 
Connect with us 
354 Eisenhower Parkway
Suite 2700, Livingston, NJ 07039

973.535.0955 |  info@njlc.com
   

Securities offered through ValMark Securities, Inc., Member FINRA, SIPC. Advisory Services offered through ValMark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Dr., Ste. 300, Akron, OH 44333. 800.765.5201. NJL&C is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

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