Estate PlanningFamily Lying In Pile Up On Grass Together


Even basic estate planning can help protect your loved ones from hurtful disputes and inter-family resentment so often caused by the after-death probate court experience. Piercey & Associates, Ltd. properly drafts all documents necessary to help avoid such dissent, delays and expenses related to probate court cases. Our documents clearly state when, where, how, and to whom your assets will be distributed. Compassion, not conflict, is what your family will need most when the inevitable occurs. Our basic estate planning service will help ensure this happens.

We also offer complimentary estate planning consultations with no obligation on your part. At the same time, we will review any existing estate planning documents free of charge. (These offers apply to estates with assets of less than $10 million.)


Estate Tax and Capital Gains Tax Elimination Planning

What better way to build and preserve your legacy then by avoiding unnecessary taxes? Whether you want to avoid a large estate tax or a capital gains tax on appreciated real estate holdings, stocks, bonds, or high-value material assets, Piercey & Associates, Ltd. can assist you with revolutionary tax elimination strategies. By applying a combination of more than 70 tools and techniques, we can completely eliminate your tax liability. Once we understand your goals and evaluate your current situation, we will lead you through the methodical process of designing and executing a most comprehensive tax elimination plan customized to your needs.  In many cases, it is not uncommon for our clients to retain control of their assets after the zero-tax plan takes effect. When you eliminate your tax liability today, your result is a richer legacy tomorrow.


Asset Protection

Most likely, you’ve achieved your wealth through dedication and hard work. So, it makes sense to protect all that you’ve accumulated in the way of your assets. Piercey & Associates, Ltd.’s asset protection planning is the safety net that protects your wealth from fraudulent creditors that could easily impoverish your family. No matter at what stage you are in life, asset protection is a legacy safeguard that is best put into place sooner than later. Many of our tools and techniques used for probate avoidance and estate tax elimination can also provide creditor protection. Enjoy peace of mind by talking to us about asset protection, today. You won’t worry if you don’t wait.