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Business Distance Ratings What is this? Most Recent Comment

Merrill Lynch

60 West St Ste 300
Annapolis, MD 21401410-263-0182

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Merrill Lynch

1 Park Pl Ste 350
Annapolis, MD 21401410-263-0100

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Ubs Financial Service

2021 Monticello Dr
Annapolis, MD 21401443-949-0472

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American Express Financial

180 Admiral Cochrane Dr Ste 240
Annapolis, MD 21401301-261-8065

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Ameriprise Financial

711 Bestgate Rd
Annapolis, MD 21401410-224-7581

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Bay Point Wealth Management

582 Bellerive Rd #4-D
Annapolis, MD 21409410-626-8198

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First Command Financial Planning

121 Cathedral St
Annapolis, MD 21401410-263-8201

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Frederic V Flower

711 Bestgate Rd Ste 204
Annapolis, MD 21401410-571-8390

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Hopkins Investment Management

12 Francis St
Annapolis, MD 21401410-757-7980

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Morgan Stanley Smith Barney

410 Severn Ave #211
Annapolis, MD 21403410-268-5700

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Morgan Stanley Smith Barney

410 Severn Ave Ste 211
Annapolis, MD 21403410-295-5800

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Morgan Stanley Smith Barney

125 West St #201
Annapolis, MD 21401410-268-4700

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Northwestern Mutual Financial

2594 Riva Rd
Annapolis, MD 21401443-221-0722

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Raymond James

894 Coachway
Annapolis, MD 21401410-841-6700

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Stephen I James

1610 West St Ste 105
Annapolis, MD 21401410-266-7100

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Wells Fargo Advisors

2661 Riva Rd
Annapolis, MD 21401410-224-0020

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Methods and Limitations

We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.