News Articles, Product Reviews, and Publicity Clips

 

"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 
         WealthDocs 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.