Helping you leave a legacy for the people and causes that matter most.
At Perissos, your wealth manager is able to walk you through the difference between a Trust and a Will and can even walk you through drafting a trust and estate planning documents to help ensure your wishes are fully integrated with your overall financial plan.
Probate is a time consuming and expensive process that can be avoided with proper estate planning.
Utilize estate planning tools to pass along more of your wealth.
If you die without a properly structured estate plan, your estate could be a matter of public record.
Perissos works with you and an attorney to offer a comprehensive suite of estate planning services. Your customized plan may consist of the follow:
Explore the potential consequences of dying intestate, without a will or trust. Understand the legal implications, financial burdens, and emotional stress it can impose on your loved ones. Learn how to avoid these issues and ensure your assets are distributed according to your wishes, not the state’s default laws.
“Easing the Burden: A Comprehensive Guide to Settling a Loved One’s Estate” provides practical advice on navigating the complex process of estate settlement. It offers step-by-step guidance on legal procedures, tax implications, and emotional aspects, making the daunting task manageable and less stressful. A must-read for those dealing with a loved one’s estate.
Settling an estate can be a complex and emotional process. However, it’s crucial to avoid making costly mistakes that could impact the distribution of assets. From failing to update beneficiaries to overlooking tax implications, this article highlights five common errors to steer clear of when navigating the estate settlement journey.
Trusts offer several advantages over wills when it comes to securing your legacy. Unlike wills, trusts provide privacy, flexibility, and the ability to avoid probate. They also allow for greater control over how your assets are distributed and can provide protection from creditors. Consider a trust to ensure your legacy is protected.
Estate planning is a critical process that ensures your assets are distributed according to your wishes after your passing. It provides a roadmap for the distribution and management of your estate, offering peace of mind to you and your loved ones.
Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed.
Call us at 405.212.9690 or click the ‘Let’s Talk’ button to send us a message.
Investment advisory services are offered through Perissos Private Wealth Management, an Oklahoma-registered investment advisor. This site is published for residents of the United States only. Investment advisor representatives of Perissos Private Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all the services referenced on this site are available in every state and through every advisor listed.
Download our FREE Guide: 5 Mistakes to Avoid When Creating Your Estate Plan (PDF)