News Clips

July 1, 2013 – Fox Business News interviews WealthCounsel Member Merrell Bailey
Taking Away Dad’s Checking Account

June 25, 2013 – Reuters quotes Matthew T. McClintock in article regarding estate planning.
More heirs wait as wills dole out money slowly

April 7, 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 – quotes WealthCounsel CEO Matthew T. McClintock in article regarding business succession planning.
Estate-Planning Professionals Expect Business Growth

November 13, 2012 – 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 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 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 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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