Estate Planning

Protect your estate

As you accumulate wealth, you need a blueprint that allows you to manage, enjoy and pass on your assets while minimizing taxes. After assessing your financial status we find opportunities to reduce your tax bill, safeguard your final wishes, and protect the people you love.

We provide the most effective strategies based on your intentions for your estate to cover funeral costs, support dependent family members, or pursue philanthropic goals. We can help with the following:

• Trust creation
• Charitable giving

Let Agrawal Associates Private Wealth Management help protect your estate. Contact us today to set up a confidential, no-cost, no obligation consultation with a member of our team. Call 403-727-2800, or book a meeting.