estate planning The purpose of estate planning is to prepare the transfer of your assets to others upon your death. Without a comprehensive estate plan, a significant part of your retirement assets accumulated over the years through work and investments can be lost or given to unintended beneficiaries – or taxed away by the government in the form of heavy estate taxes and probate costs.In this section you'll learn about wills and probate, trusts, charities, beneficiary designations and estate taxes as you design your personal estate plan.

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LAST UPDATED: January 2013

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Betty Jones

Betty Jones


My Motto: Safety and Security Always.

Our mission is to help you ensure your retirement is financially secure, free of worry and stress.

Betty Jones & Company
401 Greensboro Avenue
Tuscaloosa, AL 35401