Services

Estate Planning

Estate Planning

We realize that an estate plan is more than tax minimization strategies – it is planning to pass your legacy to your loved ones according to your unique needs and wishes. We have assembled a team with extensive experience, expertise and insight to provide you peace of mind through the complex and personal process of estate planning. Effective estate planning is built upon a multidisciplinary approach and is not an isolated one-time event. Updating your estate plan is just as important as creating one. It is a continual process to assist you in ensuring that your legacy remains viable long into the future. This is exactly why we provide personal service and a thoughtful team approach by collaborating with all of your advisors including your attorney, financial advisor, insurance provider, trust officer, and others to preserve your short and long-term goals. In the end, our goal is to ensure that your estate planning goals are fulfilled in the most tax efficient manner possible.

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How We Serve

  • Collaborate with your advisors to develop your comprehensive wealth preservation and transfer plan
  • Compliance for estate, gift and income taxes to minimize overall liabilities for the family unite
  • Provide accounting assistance to follow through with executor and trustee fiduciary responsibilities
  • Charitable and philanthropic planning, including charitable trusts and family foundations
  • Assist with selection of trustees, guardians and personal representatives

Services We Provide

  • Business succession planning
  • Asset protection planning
  • Review estate planning agreements
  • Philanthropic gift planning
  • Tax planning and compliance

Expertise

In addition to the CPA designation, our estate and trust advisors hold the Accredited Estate Planner (AEP®), Certified Financial Planner (CFP®) and Certified Valuation Analyst (CVA) designations.

Since launching our estate and trust planning practice in 1997, we have worked with estates that range from $1 million up to $200 million in assets.

Professional Relationships with BMSS

  • Estate Planning Council of Birmingham
  • National Association of Estate Planners & Councils
  • Financial Planning Association
  • AICPA Personal Financial Planning Section
  • Alabama Planned Giving Council

Thought Leadership