Estate Planning

Did you know that "Uncle Sam" can share in your assets at death? Without proper planning, your estate can be subject to estate taxes which reduce the assets available to distribute to your chosen beneficiaries.

At RBSK Partners PC, we can assist you in minimizing the amount that the unwanted "Uncle" receives so that more, or all, of your estate passes on to your “real” family and heirs. This can be accomplished through various techniques, such as:

• Making gifts of assets during your lifetime


• Setting up trusts during your lifetime


• Providing for heirs through a will that takes tax implications into consideration


• Setting up trusts through your will


• Planning for the proper beneficiaries of various assets


• Using life insurance