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Oklahoma Estate Planning
Articles, guides, and analysis from Perissos Private Wealth on oklahoma estate planning — a hub for everything we've published on this topic.
More on Oklahoma Estate Planning
Step-Up in Basis: The Most Important Estate Tax Concept You've Never Heard Of
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.
Family Limited Partnerships (FLPs) for Wealth Transfer
Family Limited Partnerships for Wealth Transfer: Family Limited Partnerships (FLPs) allow families to transfer economic ownership while preserving a disciplined framework for centralized management and control of unde...
Funding Your Trust: The Step Most People Forget
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...
Avoiding Probate in Oklahoma: A Step-by-Step Guide
Avoiding probate in Oklahoma: A professional look at how Oklahoma families coordinate trusts, deeds, and account titling to ensure assets transfer efficiently without unnecessary court administration.
Why Your Will Alone Is Not Enough at $2M+
Oklahoma estate planning: A will is a vital backstop, but for Oklahoma estates exceeding $2 million, it is rarely a complete operating system. Learn how probate commissions, asset titles, and settlement timelines impa...
Irrevocable Life Insurance Trusts (ILITs): How They Work
How Irrevocable Life Insurance Trusts work: An Irrevocable Life Insurance Trust (ILIT) is a specialized estate planning tool designed to exclude life insurance proceeds from the insured's taxable estate through indepe...
The Pros and Cons of naming a CRUT or CRAT as the beneficiary of your IRA upon both spouses death
Naming a Charitable Remainder Unitrust (CRUT) or Annuity Trust (CRAT) as the beneficiary of your IRA — the pros, cons, and tax implications.
The Essential Guide to Using a Charitable Remainder Unitrust (CRUT)
Understanding the Basics of a Charitable Remainder Unitrust (CRUT) A Charitable Remainder Unitrust (CRUT) is a type of planned giving vehicle that allows…