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Edward Jones

5530 Wisconsin Ave Ste 533
Chevy Chase, MD 20815301-941-1300

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Plolkin Financial Advisors

8401 Connecticut Ave Ste 403
Chevy Chase, MD 20815301-907-9790

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RBC Wealth Management

5425 Wisconsin Ave Ste 301
Chevy Chase, MD 20815301-907-2772

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Brown Advisory

5404 Wisconsin Ave Ste 1000
Chevy Chase, MD 20815240-200-3300

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Susan Freed & Associates

2 Wisconsin Cir Ste 530
Chevy Chase, MD 20815301-657-1700

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Alliance Partners

4445 Willard Ave #1100
Chevy Chase, MD 20815301-913-0480

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Asset Management

5530 Wisconsin Ave Ste 1500
Chevy Chase, MD 20815301-656-2060

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Bernard R Wolfe & Associates

5550 Friendship Blvd #570
Chevy Chase, MD 20815301-652-9677

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Carderock Capital

2 Wisconsin Cir Ste 510
Chevy Chase, MD 20815301-951-5288

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Inter Vest

2 Wisconsin Cir Ste 500
Chevy Chase, MD 20815301-951-4455

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Parrish & Company

5425 Wisconsin Ave Ste 201
Chevy Chase, MD 20815301-656-8324

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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.