News Clips
April 7th, 2013 – The Trust Advisor quotes WealthCounsel CEO Matthew T. McClintock in article regarding estate planning.
Need a Top Estate Planner? WealthCounsel has 5,000 to Recommend
January 15, 2013 – 6th Annual Industry Trends Survey featured in AdvisorOne article
Demand Grows for Business Succession Planning as Boomers Retire
January 15, 2013 – Investment Advisor quotes WealthCounsel CEO Matthew T. McClintock in article regarding results from the 6th Annual Industry Trends Survey.
Retiring Boomers Increase Demand for Business Succession Planning
November 20, 2012 – WealthManagement.com quotes WealthCounsel CEO Matthew T. McClintock in article regarding business succession planning.
Estate-Planning Professionals Expect Business Growth
November 13, 2012 – LifeHealthPro.com reprints article by WealthCounsel COO Jonathan Mintz, J.D.
10 Estate Planning Tasks Your Client Should Do Before 2013
September 7, 2012 – Pinney Insurance Signs Agreement with WealthCounsel® to Facilitate Working Relationships Between Agents and Attorneys
August 27, 2012 – Bloomberg News article regarding Romney’s estate planning strategies and the use of trusts quotes WealthCounsel COO Jonathan Mintz.
"Romney Tax Returns Show Strategy For Moving Money To Kids"
June 26, 2012 – LifeHealthPro, an online publication of Summit Business Media, requested permission to republish the EstatePlanning.com article, “Blood & Money: Why Families Fight Over Inheritance.” The article appeared in their Life Insurance newsletter distributed to more than 40,000 insurance professionals, and is currently accessible on their website.
July 10, 2012 - A columnist writing for the Kansas City Star references the EstatePlanning.com article on digital assets in a piece entitled “Prepare for the Inevitable, and I Don’t Mean Taxes”
June 9, 2012 - WealthCounsel Member Scott Alperin of Virginia Beach, VA quoted in InsuranceNewsNet.com article “DIY Not for Estate Planning.”
June 8, 2012 - Chicago Tribune article on retirement planning quotes WealthCounsel CEO Matt McClintock.
June 3, 2012 – InvestmentNews quotes Member Scott R. Zucker on estate planning for digital assets. Zucker’s related article appears on WealthCounsel’s Estate Planning Blog.
May 30, 2012 - Massachusetts attorney quotes from David Hiersekorn’s article regarding Do-It-Yourself-Planning.
Need a Top Estate Planner? WealthCounsel has 5,000 to Recommend
January 15, 2013 – 6th Annual Industry Trends Survey featured in AdvisorOne article
Demand Grows for Business Succession Planning as Boomers Retire
January 15, 2013 – Investment Advisor quotes WealthCounsel CEO Matthew T. McClintock in article regarding results from the 6th Annual Industry Trends Survey.
Retiring Boomers Increase Demand for Business Succession Planning
November 20, 2012 – WealthManagement.com quotes WealthCounsel CEO Matthew T. McClintock in article regarding business succession planning.
Estate-Planning Professionals Expect Business Growth
November 13, 2012 – LifeHealthPro.com reprints article by WealthCounsel COO Jonathan Mintz, J.D.
10 Estate Planning Tasks Your Client Should Do Before 2013
September 7, 2012 – Pinney Insurance Signs Agreement with WealthCounsel® to Facilitate Working Relationships Between Agents and Attorneys
August 27, 2012 – Bloomberg News article regarding Romney’s estate planning strategies and the use of trusts quotes WealthCounsel COO Jonathan Mintz.
"Romney Tax Returns Show Strategy For Moving Money To Kids"
June 26, 2012 – LifeHealthPro, an online publication of Summit Business Media, requested permission to republish the EstatePlanning.com article, “Blood & Money: Why Families Fight Over Inheritance.” The article appeared in their Life Insurance newsletter distributed to more than 40,000 insurance professionals, and is currently accessible on their website.
July 10, 2012 - A columnist writing for the Kansas City Star references the EstatePlanning.com article on digital assets in a piece entitled “Prepare for the Inevitable, and I Don’t Mean Taxes”
June 9, 2012 - WealthCounsel Member Scott Alperin of Virginia Beach, VA quoted in InsuranceNewsNet.com article “DIY Not for Estate Planning.”
June 8, 2012 - Chicago Tribune article on retirement planning quotes WealthCounsel CEO Matt McClintock.
June 3, 2012 – InvestmentNews quotes Member Scott R. Zucker on estate planning for digital assets. Zucker’s related article appears on WealthCounsel’s Estate Planning Blog.
May 30, 2012 - Massachusetts attorney quotes from David Hiersekorn’s article regarding Do-It-Yourself-Planning.
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