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
Charitable Bequests vs. Lifetime Giving: Tax Implications
June 30, 2026
Charitable Bequests vs. Lifetime Giving: Tax Implications: How to decide whether charitable intent belongs in the estate plan, the annual giving plan, or both June 26, 2026 Charitable planning usually beg...
Family Limited Partnerships for Real Estate Owners
June 29, 2026
Family limited partnerships for real estate owners: Discover how a family limited partnership (FLP) serves as a governance and wealth transfer tool for families with closely held real estate portfolios, focusing on co...
Asset Protection Trusts: What Oklahoma Allows
June 27, 2026
Oklahoma asset protection trusts: Oklahoma law provides specific tools like the Family Wealth Preservation Trust Act to protect growth and corpus from creditors, provided planning occurs before claims arise.
Crummey Powers in Trust Planning
June 26, 2026
Crummey powers in trust planning: Crummey powers transform trust contributions into present-interest gifts, allowing donors to leverage the annual gift-tax exclusion while maintaining long-term trust structures.
Power of Attorney: Financial vs Healthcare Documents
June 25, 2026
Financial vs Healthcare Power of Attorney: Most estate planning focus on what happens after death, but incapacity planning is equally vital. Discover the key differences between financial and healthcare powers of atto...
Funding Your Trust: The Step Most People Forget
June 22, 2026
Funding Your Trust: Creating a trust is only the first step; funding it is what makes it functional. Discover the practical Oklahoma process for retitling assets and using quitclaim deeds to ensure your estate plan pr...