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Scheulen Patchett & Edwards

98 Alexandria Pike #22
Warrenton, VA 20186 540-347-1040

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Excellent service, knowledgeable. But not H&R Block. Not for the simple... - Oct 24, 2022

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Broad Run Accounting Service

14540 John Marshall Hwy #207
Gainesville, VA 20155 540-341-1832

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Continued praise and gratitude for the team at Broad Run. Excellent, responsive,... - Sep 18, 2021

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Heflin CPA

7353 Iron Bit Dr
Warrenton, VA 20186 540-347-1899

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Michelle does a great job on taxes. She is up to date on all new IRS requirements... - Feb 14, 2024

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Robert N Franzoni

75 W Lee St #101
Warrenton, VA 20186 540-349-1626

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Always available to respond to questions and give appropriate advice.very careful... - Jul 25, 2013

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.