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
How Oklahoma Property Tax Compares to Texas and Surrounding States
August 26, 2026
Oklahoma property tax: A comparison of Oklahoma's 0.79% effective property tax rate against Texas, Kansas, and other neighboring states, highlighting how valuation caps and assessment ratios impact total costs.
Kiddie Tax Rules: Funding Your Kids' Investment Accounts
August 25, 2026
Kiddie Tax Rules: Understanding the 2026 unearned income thresholds and account types—UTMAs, 529s, and Roth IRAs—is essential to funding a child's investment account without creating a tax surprise.
Step-Up in Basis: The Most Important Estate Tax Concept You've Never Heard Of
August 22, 2026
Learn how the step-up in basis rule can create significant income-tax savings for heirs by resetting the value of inherited property, regardless of estate tax status.
Generation-Skipping Transfer Tax: Planning Around the Exemption
August 15, 2026
2026 GST exemption: The GST tax often remains invisible until a distribution to a grandchild occurs. With the 2026 exemption set at $15 million, proper allocation on Form 709 is essential for success.
Charitable Lead Trusts (CLTs): When the Math Works
August 14, 2026
Charitable Lead Trusts: A charitable lead trust (CLT) is a split-interest trust that supports charity for a fixed term before transferring the remainder to heirs. Success depends on the §7520 rate, net returns, and lo...
Spousal Lifetime Access Trusts (SLATs) Before the 2026 Sunset
August 12, 2026
The 2025 tax law replaced the scheduled sunset with a $15 million basic exclusion amount for 2026. Learn how Spousal Lifetime Access Trusts (SLATs) remain relevant for estate freezing and legacy planning for high-net-...