Rodney Piercey

Bio:

Rodney Piercey

Offering objective, comprehensive legal solutions to provide protect, preserve, and prepare, the team at Piercey & Associates, Ltd. eliminates creditor sources, significant taxes, and expenses for private clients in the context of their unique financial fingerprint. Through a proprietary discovery process, private clients identify business exit planning and estate planning issues while achieving unparalleled success through a collaborative fusion of plan design, wealth management and legal counsel.

Rodney has worked on estate plans ranging in size to $910 million and assisted in redirecting more than $186 million away from estate taxes and to charities and heirs. His firm has eliminated estate taxes in more than 450 estate plans, which were otherwise taxable.

Rodney has conducted more than 50 briefings, seminars and workshops on estate and tax elimination planning. He is the co-author of several publications, and a graduate of the Family Wealth Counseling two-year training school on Tax Elimination Planning, and of the Renaissance School of Social Capital, concentrating on charitable planning tools. For 15 years, Rodney has successfully represented an Illinois-based university in assisting donors to make planned gifts, as well as successfully represented a national charity, which now conducts a national workshop program resulting in Charitable Remainder Trusts, Revocable Living Trusts, Charitable Lead Trusts, Gift Annuities and outright cash gifts.

Rodney is Founder and Director of The Good News Foundation, which is a charity devoted to educating Americans about their estate planning options. He has successfully represented a senior-assisted living facility in its planned giving programs for the last ten years.

Having served affluent and high net worth families for over four decades, Rodney’s vigor and approach ultimately lead to excellent outcomes for families.

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