BMSS, LLC / BMSS Wesson

Estate Planning Information


Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.”  The purpose of estate planning is to develop a strategy that will maintain the financial security of individuals through their lifetime and facilitate the intended transfer of their property and assets at death, while taking into consideration the unique circumstances of the family and the potential costs of different methods.

All too often, we hear:

  • "I'm too young to do estate planning."
  • "All my property is titled in joint tenancy with my spouse so I don't need a will."
  • "Estate planning is only for the super-rich."
  • "Estate planning is too complicated and expensive."
  • "Doesn't the government provide for that?"
  • "We did our wills right after we got married 30 years ago and see no need for further planning."

If you seek advice and guidance with regard to your estate planning needs, please view our website and search for a the type of member that meets your needs.  As an alternative, you can search for an Accredited Estate Planner® (AEP®) or Estate Planning Law Specialist (EPLS) designation holder in your area on the National Association of Estate Planners & Councils website.

Featured Articles

Burns & Levinson Partner Christine Fletcher Named Co-Chair of Private Client Group

Fletcher has over 20 years of experience advising clients on estate planning, trust and estate administration, probate litigation, and family business ...

True North Advisors Announces Dusty Wallace Has Joined The Firm

She is also on the Board of Directors of the Estate Planning Council of ... download multimedia:http://www.prnewswire.com/news-releases/true-north- ...

Protect your growing wealth for generations

There are a number of different planning vehicles that you can choose from. ... An accredited estate planner can help high-net-worth individuals and ...

O'Keefe Announces Three Promotions, Recognizes Rizzo as NACVA Honoree

He is an accomplished finance leader focused on strategic and operational planning, executing financial goals, business analysis and financial ...

GINA BOLVIN NAMED ONE OF THE TOP WOMEN WEALTH ADVISORS IN THE COUNTRY

For over 20 years, Gina Bolvin has been providing a full range of financial services, including retirement planning, money management, and estate ...