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Thomas F Barrett

4701 Sangamore Rd #205-S
Bethesda, MD 20816 301-320-9300

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Thoms, Brian

6701 Democracy Blvd
Bethesda, MD 20817 301-320-1191

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We've been working w/Brian Thoms for 16 years and we are very pleased... - May 22, 2025

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Trumbower Financial Advisors

3 Bethesda Metro Ctr #340
Bethesda, MD 20814 301-215-8340

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We've use Trumbower Advisors for more than a decade to monitor our portfolio,... - Jun 20, 2018

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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.