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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 throughout the complex and personal process of estate and trust 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. In the end, our goal is to ensure that your estate and trust planning goals are fulfilled in the most tax-efficient manner possible.
Get StartedHow We Can Serve Clients Like You
We will collaborate with your team of advisors, including your attorney, financial advisor, insurance provider, trust officer and others to preserve your short and long-term goals.
Business Succession Planning
Ensure that your business remains in capable hands by creating a business succession plan. We can assist you by working with your advisors to develop a comprehensive transfer plan.
Asset Protection Planning
Accurate and insightful assessments are key for strategic decision-making when it comes to protecting your assets. We can assist you with developing a wealth preservation plan.
Review Estate Planning Agreements
We can assist you with the selection of trustees, guardians and personal representatives and consult on executor and trustee fiduciary responsibilities.
Philanthropic Gift Planning
We can assist with charitable and philanthropic planning, including charitable trusts and family foundations.
Tax Planning & Compliance
Compliance for estate, gift and income taxes to minimize overall liabilities for the family unit is key to a successful estate plan. We can assist you in staying current with all relevant laws and regulations.
The BMSS Difference
Our experienced and certified professionals are ready to assist you.
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.
Relationships
We seek service relationships that will help our clients experience more peace of mind.
- Estate Planning Council of Birmingham
- National Association of Estate Planners & Councils
- Financial Planning Association
- AICPA Personal Financial Planning Section
- Alabama Planned Giving Council
