E S T A T E    P L A N N I N G
                                                                                                                            
  • TELEPHONE:  Toll Free 1-877-631-4003
  •   MAILING ADDRESS:  The Bedford Law Firm, PC, Post Office Box 684631, Austin, Texas 78768-4631
    Estate Planning is a matter of life, not merely death. The
    Bedford Law Firm’s multi-disciplinary approach to Estate
    Planning incorporates financial and retirement planning,
    lifetime and charitable giving, and cash-flow analysis.  As
    a result, your estate and financial planning addresses your
    desire to protect or invest your finances today, and your
    desires to transfer your wealth according to your wishes
    in the future..

        The Firm supports clients with the following needs:

    •   Wills, powers of attorney, and healthcare directives

    •   Lifetime gifting programs

    •   Review of insurance needs and beneficial designations

    •   Analysis of retirement plans and distribution options

    •   Charitable gifting plans

    •   Antenuptial agreements

    •   Estate and trust administration

    •   Provisions for potential incapacity

    •   Multi-generational estate plans

        The Firm assists clients achieve the their objectives
        which often include:

    •   Providing income tax savings to beneficiaries

    •   Protecting trusts from creditors of beneficiaries

    •   Offer tax-sheltered growth opportunities

    •   Providing asset management

    •   Avoiding guardianships for minor children
THE BEDFORD LAW FIRM
A   P R O F E S S I O N A L   C O R P O R A T I O N

111 CONGRESS AVENUE, FOURTH FLOOR, AUSTIN, TEXAS

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