Perissos Private Wealth
Estate Planning
A solid retirement plan begins with a solid Estate Plan. We help you protect your family, preserve your wealth, and ensure your wishes are carried out.
Estate Planning Essentials
Key Components of Your Estate Plan
Every estate plan is unique, but these essential components form the backbone of a comprehensive strategy.
Wills & Revocable Trusts
The foundation of any estate plan. We guide you through establishing wills and trusts that clearly define how your assets are managed and distributed.
Powers of Attorney
Ensure your financial and healthcare decisions are handled by someone you trust, even if you're unable to make them yourself.
Probate Avoidance
A properly structured estate plan keeps your affairs private and your family out of the costly, time-consuming probate process.
Generational Wealth
We help you create strategies that preserve and transfer wealth across generations, protecting your legacy for your children and grandchildren.
Your Estate Planning Process
We guide you through every step, coordinating with attorneys and CPAs to create a plan that truly reflects your wishes.
Preserving Your Legacy
Estate planning isn't just about documents — it's about ensuring the people and causes you care about are protected. We help you think beyond your lifetime, creating structures that provide for your family, support your charitable goals, and minimize the tax impact of wealth transfer.
Latest Articles
Inherited IRA Rules After the SECURE Act 2.0
September 22, 2026
Inherited IRA distribution rules after SECURE Act 2.0 depend on the beneficiary category, the owner's date of death, and whether the owner had reached the required beginning date. This overview covers Inherited IRA ru
Roth Conversions in Your 60s: Why the Math Often Wins
September 19, 2026
The years between a final paycheck and required minimum distributions can create a useful planning window. This post explains how to compare the current marginal tax cost of a Roth conversion with future taxes, RMD pr
Reverse Mortgages: A Tool, Not a Last Resort
September 11, 2026
Reverse Mortgages: A reverse mortgage can transform home equity into usable cash without requiring monthly payments, but it is not free money. The decision depends on how it impacts your total household plan, financin
Hybrid LTC Insurance: Pros, Cons, and Who Should Consider It
September 9, 2026
Hybrid LTC insurance: Hybrid long-term care insurance combines care benefits with life insurance or an annuity, ensuring that if care is never needed, the policy may still provide a death benefit or surrender value. T
Variable Withdrawal Strategies: Guyton-Klinger Explained
September 5, 2026
Variable withdrawal strategies offer a middle path between fixed spending and floating market-based withdrawals, using documented guardrails to define when spending should rise, stay flat, or be reduced to preserve po
When Should Retirees Hold Annuities (and When They Shouldn't)
September 4, 2026
When should retirees hold annuities: Few retirement products create stronger reactions than annuities. For Oklahoma retirees, the decision depends on whether the income floor is met and if the household values risk tr
Frequently Asked Questions
- Does Perissos draft estate documents?
- No. Perissos helps coordinate estate planning priorities with qualified legal professionals who can draft legal documents.
- What estate planning topics can be coordinated?
- Common topics include wills, trusts, powers of attorney, beneficiaries, legacy goals, and how estate decisions fit within a broader financial plan.