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Is Your Money Safe?
Monday, 13 August 2012
Is Your Money Safe?
Benefiting from New Rules for Revocable Trusts and the Te...
Is It Gone? The Non-Repeal of the Estate Tax
Monday, 13 August 2012
Is It Gone? The Non-Repeal of the Estate Tax
I. Introduction
So, it’s fi...
Real World, or Dream World?
Monday, 13 August 2012
Real World, or Dream World?
Making a realistic plan for your future is the be...
Our Team
Roger McClure Attorney
Teri Phelps Practice Coordinator
Practice Areas
How Insurance Fits into Your Business's Strategic Plan
Weighing Your Business Structure
Controlling Your Destiny with a Buy-Sell Agreement
- Life Insurance and Income Tax
- Redemption Agreements
- Cross-Purchase Agreements
- Wait-and-See Buy-Sell Agreements
- Using a Partnership to Hold Insurance
Taking Care of the Key Executive
- Non-Qualified Deferred Compensation Plans
- Funding Deferred Compensation Plans
- Executive Bonus Section 162 Plans
- Group Term Carve-Out
- Insurance within a Qualified Retirement Plan
- Can A Retirement Plan Hold Life Insurance?
- Keeping Qualified Plan Insurance Proceeds Out of Your Taxable Estate
- Distribution Planning
Estate Planning for the Business Owner
- Family Limited Partnerships
- Grantor Retained Annuity Trusts
- Irrevocable Life Insurance Trusts
- Charitable Remainder Trusts
Preparing for the Future: A Business Owner's Checklist
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Washington Wealth Counsellors ® PC
6718 Whittier Ave
Suite 250
McLean, Virginia 22101
- Office: (571) 633-0330
- Fax: (571) 633-0660
- Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
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