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Brown & Vogel, LLC: High Net Worth Planning
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High Net Worth Planning in Salina

Estate Planning Strategies for High Net Worth Clients

At Brown & Vogel, LLC, our high net worth planning services are geared for those families with a net worth exceeding $10 million dollars. Backed by over 60 years of combined experience, our attorneys have a comprehensive understanding of Kansas estate law. We can help you make well-informed decisions as we navigate you throughout every stage of the estate planning process. You can trust us to effectively protect your rights, assets, and best interests.

Call Brown & Vogel, LLC today at (785) 859-4612 or contact us online to learn how our high net worth estate attorneys can assist you.

Our Estate Planning Strategy for High Net Worth Individuals


The first step in any planning process is to learn as much as possible about the client. We do this with you through data gathering and goal setting. We provide a Data Gathering Form and the Family Wealth Goal Clarifier™ tool to help you in this process. We will collect substantial amounts of data, financial information, legal documentation, and tax returns. These are critical for a successful outcome.

Plan Design

The Family Wealth Goal Achiever™ is a plan design book (like a blueprint) that explains in easy-to-understand text and graphics the planning ideas being recommended by the planning team.

While all design plans vary from client to client, most will contain certain elements.

We start with the Periodic Table of Estate Planning Elements, a page that outlines many of the strategies we could consider for a client’s given situation.


The next step in the process is plan implementation. This typically involves legal work, financial work, accounting work, and insurance work. Other providers may also be needed.


Every plan should be reviewed at least once each year. Plan numbers are rerun, balance sheets and cash values are updated, plan documents get reviewed for compliance and continued suitability, and funding is updated. In addition, actions of the plan participants should be reviewed to make sure that errors are not inadvertently made. Tax returns should be reviewed (preferably before filing) to make sure that they are being done consistent with the plan itself.

Contact us today at (785) 859-4612 to schedule a no-obligation meeting for our high net worth planning services in Salina, KS.

Real Reviews from
Happy Clients

  • Sense of control and security.

    “We joined LifeSpan for the sense of control and security. We stay with LifeSpan because we are happy with the program and they keep our wishes/plans current.”

    Colin & Barb

  • Leaving an inheritance to our children.

    “We joined LifeSpan to leave an inheritance to our children with the least amount of taxes, to get organized and have peace of mind.”

    Richard & Loleta

  • Distribution of assets for our children upon our death.

    “We joined LifeSpan to design distribution of assets for our children upon our death. We stay with LifeSpan because the information given is worth remembering!”

    Greg & Colleen

  • I like keeping the trust updated

    “I joined LifeSpan because I like keeping the trust updated. I stay with LifeSpan because of the information received at meetings.”


  • Transferring wealth to the next generation.

    “We joined LifeSpan to reduce inheritance taxes, protect our assets, and transfer our wealth to the next generation. We stay with LifeSpan because it’s easy and the complexity of maintenance if you do this alone is too much for us.”

    Frank & Jean