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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 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

  • Avoiding probate.

    “I joined LifeSpan to avoid probate and I stay with the program because I trust I am receiving good advice.”

    Val

  • Making settling our estate easier for our children and for peace of mind.

    “We joined LifeSpan to make settling our estate easier for our children and for peace of mind.”

    Ray & Margaret

  • Protecting our assets and keeping our peace of mind.

    “We joined LifeSpan because Steve Brown influenced us to protect our assets and keep our peace of mind.”

    Steve & Debbie

  • Setting an example to our children on safe guarding their assets.

    “We joined LifeSpan to safe guard our assets and to set an example to our children on safe guarding their assets.”

    David & Lynne

  • Avoiding probate, for asset protection, and to organize our estate planning.

    “We joined and stay with LifeSpan to avoid probate, for asset protection, and to organize our estate planning.”

    Byron & Paula