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Potomac Financial Group

4041 Powder Mill Rd Ste 107
Calverton, MD 20705 301-595-8600

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Jeremy Dvorak at Ellicott City office - May 10, 2021

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JHS Capital

4061 Powder Mill Rd
Calverton, MD 20705 301-273-2126

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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.