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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

Discovery

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.

Implementation

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.

Maintainance

Every plan should be reviewed at least once each year. Plan numbers are rerun, balance sheets and cash values are updated, plan documents for wills and trusts 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

  • Properly have our assets protected

    “We joined LifeSpan to properly have our assets protected. We stay with LifeSpan for the peace of mind and you have professional help when needed.”

    Jerry & Lorita

  • Estate planning.

    “We joined LifeSpan in 2000 for estate planning and we stay with LifeSpan because we still believe in estate planning and because we like Steve Brown.”

    Terry & Janice

  • Protect our assets.

    “We joined LifeSpan to protect our assets, create a trust, and for it to be easy on our family. We stay with LifeSpan for the updates on our assets and the new laws/taxes.”

    Nyle & Norma

  • Peace of mind that our spouse will be taken care.

    “We joined LifeSpan for the peace of mind that our spouse will be taken care of in the case of death. We stay with LifeSpan because the program fits our needs.”

    Darrell & Judy

  • I had confidence in Steve Brown and I liked the way “stuff” was presented.

    “I joined LifeSpan because I had confidence in Steve Brown and I liked the way “stuff” was presented.”

    David