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
The Better Way to Give From an IRA
June 3, 2026
The Better Way to Give From an IRA: Why a Qualified Charitable Distribution can beat writing the same check from a taxable account June 3, 2026 Charitable giving is usually framed a...
Charitable Remainder Trusts and the ILIT Wealth Replacement Strategy
May 15, 2026
Charitable Remainder Trusts and the ILIT Wealth Replacement Strategy: How a tool designed for charity can also leave heirs with more than they would have received outright. May 15, 2026 A charitable remainder t...
Introduction to Estate Planning and Revocable Trusts (Part I)
September 12, 2025
Why Estate Planning Matters—and What’s a Revocable Trust Anyway? It might sound like something only the ultra-wealthy need to worry about, but it’s for everyone.
Introduction to Estate Planning and Revocable Trusts (Part II)
September 7, 2025
The Nuts and Bolts of a Revocable Trust. So, you’ve heard about revocable trusts, but how do they actually function? Let’s break it down step-by-step.
Introduction to Estate Planning and Revocable Trusts (Part III)
August 29, 2025
Why Choose a Revocable Trust? Top Advantages Explained Revocable trusts are a go-to estate planning tool for good reason.
Introduction to Estate Planning and Revocable Trusts (Part IV)
August 25, 2025
The Flip Side: What to Watch Out for with Revocable Trusts. They offer big benefits, but they’re not perfect for every estate planning situation.