Estate Planning

Estate Planning


Estate Planning is an important part of personal wealth management and something that 3 Rivers Wealth Management Group specializes in. Our team of experienced professionals can provide you with the guidance and expertise you need to ensure your wishes are followed after you have passed away.

We understand that estate planning can be a difficult and emotional subject, which is why we take the time to get to know each of our clients and their unique situation. Our team will work with you to determine the best structure for your estate plan and ensure that all of your financial and legal needs are taken care of. We can provide detailed advice on tax and estate planning, wills and trusts, and powers of attorney.

At 3 Rivers Wealth Management Group, we strive to provide our clients with peace of mind that their wishes will be respected and their family will be taken care of after they are gone. Our team is here to help you navigate the complexities of estate planning so you can rest assured that your wishes will be carried out. Contact our team today to begin your estate planning.

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Why is Estate Planning So Important?

At the time of his death in 1977, Elvis Presley’s estate was worth $10 Million ($30 million by today’s standards). However, due to a lack of a comprehensive estate plan, 73 percent of the estate went toward legal fees, estate administration costs, and estate taxes, leaving only $3 million to his loved ones ($8 million in today’s dollars).

Here’s the good news: Elvis’ estate is now worth over $250 million. How? The answer is due mainly to his widow Priscilla and the company she created in 1980, Elvis Presley Enterprises. His legend lives on.

Unfortunately, for most of us, we don’t have a closet full of gem-studded, leather jumpsuits. Nor will we ever sell over 1 billion records worldwide. What we do have in common is that we have spent a lifetime building a “nest egg” that should be left to our loved ones or other worthwhile causes of our choice. But that’s where action has to follow intention. Most clients we sit down with initially have either not completed a comprehensive estate plan or haven’t updated it in years.

One thing holds true – our government tax “system” is designed to take more from the uninformed than the informed. At Three Rivers Wealth Management Group, we educate and inform our clients of their potential estate liabilities and costs. We will work with you and your attorney to proactively establish a plan that will help limit as much of your tax burden as possible. Thus ensuring more of your life’s hard work and effort are left with those individuals, churches, charities, or other organizations that you care about.

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Our Estate Planning Services

At 3 Rivers Wealth Management Group, we strive to provide our clients with a comprehensive estate plan tailored to their specific needs. Our services include:

  • Forecasting Estate Settlement Costs

  • Life Insurance Considerations regarding an Estate Plan

  • Irrevocable Life Insurance Trusts

  • Valuation of assets and gross estate

  • Gifting strategies to family members

  • Advanced family gifting strategies when family businesses are present

  • Charitable gifting strategies

  • Advanced charitable gifting strategies

  • Implications of residing in Community Property States

  • Business continuation and/or liquidation strategies

We understand that estate planning is a complex and emotional process, and our team is here to guide you through the journey. We will work with you to create a plan that meets your goals, protects your assets, and ensures your wishes are carried out after you have passed away. Contact us today to begin your estate planning journey.

Choose 3 Rivers Estate Planning

At 3 Rivers Wealth Management Group, we believe in taking a holistic approach to personal wealth management and estate planning. Our team of experienced professionals is committed to helping you make informed decisions about your financial future. We take the time to understand your individual goals and needs and provide customized solutions to help you achieve them. With our comprehensive estate planning services, we can help you protect your assets, plan for retirement, and ensure that your legacy is preserved for generations to come. Contact our team today to get started.

Don’t Delay — Begin Your Estate Planning Today

William Saroyan - Writer

"Everybody has got to die, but I have always believed an exception would be made in my case, now what?”