Orange County Real Estate Investment & Tax Strategies
949-275-0335
info@bjrossberassociates.com

BJ Rossberg & Associates is in the business of helping clients with a wide spectrum of needs by providing cutting-edge information, services, and opportunities so that families may prosper for generations.

Legacy Protection

WHEN TI COMES TO PROTECTING ONE’S LEGACY, THERE ARE SOME SIMPLE STEPS

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When it comes to protecting one’s legacy, there are some simple steps that need to be taken to protect assets and ensure that the beneficiaries receive all that is intended.

One of these steps is the creation of a family trust.

Some believe that if they have a will, that that is all that is needed. The reality is that without a trust it is highly likely that the estate will end up in probate–especially if real estate is held.

Probate expenses can be very significant and generally far exceed the cost of planning ahead by putting a family trust in place.

Learn how easy and economical it is to protect your legacy by planning ahead.

Contact us to learn about options for:

  • Trusts
  • Powers of Attorney
  • Wills
  • Advance Care Directives

Additionally, most everyone has insurance on their car and home, but many fail to insure the most valuable asset they have: “Themselves”. Protect yourself and your loved ones by insuring what matters most.

Contact us for a free quote on:

  • Long Term Care
  • Life Insurance / Mortgage Insurance protecting borrowers
  • Property Insurance
  • Final Burial Expenses

 

CONTACT US TODAY TO LEARN MORE.

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Asset Management

Helping Clients to Maximize the Potential of Their Real Assets

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Capital Gain Guardian

Helping Clients Access Value Now and Defer Taxes for Decades

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Foreign Nationals

Helping Non-Resident Clients to Plan Ahead for U.S. Tax Realities