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Oklahoma Estate Planning Strategies
Articles, guides, and analysis from Perissos Private Wealth on oklahoma estate planning strategies — a hub for everything we've published on this topic.
More on Oklahoma Estate Planning Strategies
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Irrevocable Life Insurance Trusts (ILITs): How They Work
June 17, 2026 19 min
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...
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The Pros and Cons of naming a CRUT or CRAT as the beneficiary of your IRA upon both spouses death
December 5, 2025 5 min
Naming a Charitable Remainder Unitrust (CRUT) or Annuity Trust (CRAT) as the beneficiary of your IRA — the pros, cons, and tax implications.
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The Essential Guide to Using a Charitable Remainder Unitrust (CRUT)
March 25, 2024 7 min
Understanding the Basics of a Charitable Remainder Unitrust (CRUT) A Charitable Remainder Unitrust (CRUT) is a type of planned giving vehicle that allows…