Wednesday, July 21, 2010

Estate planning firm looks to recapture business by renewing relationships

Showcasing experienced entrepreneurs offers an added marketing communications or social media element to help promote their businesses. In addition, it provides a forum through which they can share solutions to unique business challenges that might be the answer to a similar challenge with which yet another entrepreneur is struggling. This openness of information flows with the following story offered by

Kenneth Adam Piercey, attorney
Piercey & Associates, Ltd.


Piercey & Associates, Ltd. specializes in estate planning law. We offer a 100 percent satisfaction guarantee, and our clients do not have to pay our legal bill if they are not satisfied. Our client satisfaction rate is over 99.6 percent. Our approach to estate planning law is to minimize the delays and expenses that occur on an estate after death. Although death is a dreary topic, the importance of planning for it remains. With proper planning, considerably more can be transferred as intended. To that end, we eliminate all estate taxes, minimize capital gains and income tax, and avoid the costly delays and expenses of probate court, which is designed to protect creditors. Even if a person has no creditors, if they own $100,000 in their name alone at death, their estate is required to prove that they do not have any creditors in probate court. This burden is often placed on loved ones at a time when they are dealing with the loss of a family member.

A common misconception is that estate planning is only for the wealthy, but this is simply not the case. Our services can benefit every person, whether they are wealthy or whether they already have an existing plan and want a second opinion. Anyone who wants to learn more about estate planning can benefit from meeting with us. We offer free initial consultations.

Most of our new clients are referred to us by financial professionals. During the stock market decline earlier this decade, many people felt they no longer had an estate to plan. As with any business, cash flow was an issue and we struggled to grow our business.

We began to search for additional connections with new financial professionals, and re-connect with those with whom we had not recently met. Our plan was to meet with them on a regular basis and show them why we would be an excellent resource for them and their clients for the benefit of everyone involved. The process continues, and we continually look for new ways to grow our business as described and strive to do such a good job for our clients that they tell everyone they know about us.

No comments:

Post a Comment