News Articles, Product Reviews, and Publicity Clips

 

WealthCounsel and the 4th Annual Industry Trends Survey featured in Louisville Business Journal
No significant changes seen in adults making estate plans in recent years (July 22, 2011)

WealthCounsel and the 4th Annual Industry Trends Survey featured in Financial Publishing Network Inc. article
Transferring Wealth To Individuals With Special Needs/Mental Disabilities (June 9, 2011)

Product review of WealthDocx written by Don Kelley
WealthDocx 2011 (April 11, 2011)

Bill Conway’s Article regarding the Key Findings from the Industry Trends Survey is featured in Law Professor Blogs Network article
Estate Planning Future Looks Bright (March 7, 2011)

Bill Conway’s Article regarding the Key Findings from the Industry Trends Survey is published by the Wealth Strategies Journal
The Outlook for Estate Planning Practitioners: Data from WealthCounsel's Annual Survey Indicates the Industry is Poised for Growth (January 26, 2011)

WealthCounsel and the 4th Annual Industry Trends Survey featured in Advisors4Advisors, Inc. article
Estate Planners Had A Great 2010 But Are A Bit Cautious On The Future, WealthCounsel Poll Reveals (January 11, 2011)

4th Annual Industry Trends Survey featured in AdvisorOne article 
Estate Planning Attorneys Enjoyed Increased Business in 2010 (January 10, 2011)

WealthCounsel Executive Director Jonathan Mintz Quoted in Investment News
Coexisting with a CPA parent a challenge for advisers (October 27, 2010) 

WealthCounsel Principal Lewis W. Dymond Jr. Quoted in MORE Magazine
9 End-of-Year Money Moves (October 2010)

WealthCounsel Principal Lewis W. Dymond Jr. Quoted in The New York Times
A Year to Give to Your Heirs, and Save on Taxes (August 27, 2010)

Financial Advisor Magazine Cites WealthCounsel Survey
"Easing the Stress" (August 2010)

Bloomberg News Story Quotes WealthCounsel Attorneys Stan Miller and Jonathan Mintz
“Estate Trust Strategy May Save Taxes on Asset Gains” (Dec. 2, 2009)

WealthCounsel Executive Director Matt McClintock Quoted in USA Today
Five Myths About Wills and What You Should Really Do (Oct. 23, 2009)

Congratulations to Carl Waldman and Jerry Chasen for being quoted in articles that recently appeared in the Wall Street Journal. 

		WealthCounsel principal and founder Carl Waldman was quoted in this April 7, 2009 Wall Street Journal article:  Unusual Trusts Gain Appeal in Unusual Time: 'Intentionally Defective' Tool Can Protect Depressed Assets From Estate and Gift Taxes
		WealthCounsel member Jerry Chasen of Miami was quote in this April 12, 2009 Wall Street Journal article:  The Right Steps: When it comes to blended families, estate planning can be a special kind of hell

"Leaving IRAs to Trusts: A Good Tax Minimizing Device"
         By Reni Gertner, Dolan Media Newswires
         Minnesota Lawyer, Jan. 14, 2008
         Click here to read article.
    
 "Leaving IRAs to Trusts Takes Professional Planning"  
         By Reni Gertner, Dolan Media Newswires
         St. Louis - St. Charles County Business Record, Jan. 5, 2008
         Click here to read article.
 
"An Updated Tour of Drafting Systems for Estate Planning Lawyers"
         By Jason Havens, Technology Editor 
         Probate & Property Magazine, Nov-Dec 2007, a publication of the 
         American Bar Association; Real Property, Trust and Estate Law Section. 
         This article reviews the features and functionality of WealthCounsel’s 
         WealthDocx document drafting system.  Reprint permission was obtained 
         from the ABA Copyright Office.
         Click here to read the entire article.  

"Profiles In Wealth Management:  A Q&A With Some of the Industry's Leaders"
         An Interview with WealthCounsel Principal Stan Miller
         By Mike Klim, Editor
         Southeast Wealth Management Business, Nov. 2007
         Click here to read article.