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Gary Spoon

6209 Forest Rd
Cheverly, MD 20785 301-322-7290

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Has been preparing my taxes since 2000. Friendly, professional, informative,... - Mar 03, 2018

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Independent Financial Advisors

5711 Euclid St
Cheverly, MD 20785 301-772-7414

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Outstanding, the best I've ever used in 40 years! - Aug 15, 2012

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David H Hofstad

5711 Euclid St
Cheverly, MD 20785 301-772-7411

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Been our financial planner, CFP and fee based only for 20 years. Outstanding... - Aug 18, 2013

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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.