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Piercey and Associates LTD is a law firm focusing on asset management and estate tax planning. Located in Barrington, IL, this company serves the northwestern suburbs of Chicago, including Deer Park, Lake Zurich, Inverness, Lake Barrington, Fox River Grove, Cary, Barrington Hills, Palatine, Carpentersville, Kildeer, South Barrington, and Forest Lake. Senior partner Rodney Piercey has successfully completed over 2,500 estate plans ranging in size to over $210 million and has assisted in redirecting more than $150 million away from estate taxes and to charities and heirs. For 13 years, Piercey has successfully represented an Illinois based university in assisting donors to making planned gifts, including Gift Annuities, Charitable Remainder Trusts, bargain sale gifts, and other planned gifts.
This firm offers asset protection, basic estate planning, medical powers of attorney and assistance with new privacy laws, and estate tax elimination. They offer an online 'vault', a free service where their clients can collaborate with the firm and their collaborators in important documents with security and without having to meet in person. Individuals still have the opportunity to store their important documents in the firm's fireproof physical vault, and can request online copies whenever necessary, but the online vault offers added security to ensure that they also have a digital copy of their files on hand whenever necessary.
Visit the website for Piercey and Associates LTD to learn more about the services they offer, read biographies of their staff, request a digital 'vault' for important legal documents, and contact the firm to discuss estate planning and asset management.
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A BBB Accredited Business since
BBB has determined that Piercey & Associates LTD meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Piercey & Associates LTD include:
- Length of time business has been operating
- No complaints filed with BBB
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Attorney Registration & Disciplinary Commission
130 E Randolph St, Ste 1500, Chicago IL 60601
Phone Number: (800) 826-8625
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Matthew Piercey Mr. Kenneth Piercey, Owner Mr. Matt Piercey, Owner
Number of Employees
Attorneys & Lawyers Attorneys & Lawyers - Family Attorneys & Lawyers - Wills, Trust & Probate Attorneys & Lawyers - Tax Financial Planning Consultants Financial Services Offices of Lawyers (NAICS: 541110)
Refund and Exchange PolicySatisfaction Guaranteed or Your Fee returned.
Alternate Business NamesClear Spring, Ltd. Piercey & Associates Piercey Associates Rodney Piercey, Attorney at Law
Products & Services
This company offers a business owner the ability to minimize personal tax liability through the lens of corporate capital gains tax planning.