Estate, Trust and Gift Planning

Many people do not have a clear understanding of what they actually own and what happens to their assets if they were to pass away.  Vogel & Kinne gets involved with our clients financial lives so the mystery is solved and proper estate plan can be implemented and monitored. 

Custory of minor children, issues of incapacity of one or both spouses, appropriate levels of health and life insurance, buy-sell agreements between owners of a closely held company are only a few of the critical issues that get ignored by many individuals merely because they fail to take the time to plan.  These issue can be very costly both in terms of money and emotions to those that remain behind to sort it all out. 

Vogel & Kinne addresses these issue and more with our clients so there are no big surprises, working hand-in-hand and considering all relevant aspects of an estate plan.