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Business Distance Ratings Most Recent Comment

Baltimore-Washington Financial Advisors

5950 Symphony Woods Rd Ste 600
Columbia, MD 21044410-461-3900

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Pinnacle Advisory Group

6345 Woodside Ct Ste 100
Columbia, MD 21046301-621-8007

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Merrill Lynch

10320 Little Patuxent Pkwy Ste 1000
Columbia, MD 21044410-884-6600

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A and N Associates

6731 Columbia Gateway Dr
Columbia, MD 21046410-872-0050

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AXA Advisors

6200 Old Dobbin Ln Ste 100
Columbia, MD 21045410-309-3600

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R B C Wealth Management

10500 Little Patuxent Pkwy
Columbia, MD 21044410-730-7488

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Strategic Wealth Management

7300 Grace Dr
Columbia, MD 21044443-535-0302

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Academy Financial

10632 Little Patuxent Pkwy
Columbia, MD 21044410-730-9788

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Ameriprise Financial

10500 Little Patuxent Pkwy #300
Columbia, MD 21044410-772-9898

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Ameriprise Financial

7120 Minstrel Way #211
Columbia, MD 21045401-715-2506

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Lynch Retirement Investmnt Group

10500 Little Patuxent Pkwy
Columbia, MD 21044410-715-3600

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Accountants International

8840 Stanford Blvd #3125
Columbia, MD 21045410-752-1008

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Ameriprise Financial

5550 Sterrett Pl #216
Columbia, MD 21044410-720-3190

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Ameriprise Financial

5550 Sterrett Pl #216
Columbia, MD 21044410-997-3788

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Fidelity National Financial

9891 Broken Land Pkwy #300
Columbia, MD 21046410-381-4020

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Financial Advantage Association

5950 Symphony Woods Rd Ste 100
Columbia, MD 21044410-715-9200

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Integrated Financial Strategies

9841 Broken Land Pkwy
Columbia, MD 21046410-309-5862

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Lowe & Assoc Financial Svc

6230 Old Dobbin Ln
Columbia, MD 21045443-766-7160

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Morgan Stanley Smith Barney

6230 Old Dobbin Ln Ste 100
Columbia, MD 21045443-259-3000

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Pat Rudolph Financial Planning

Columbia, MD 21044443-542-5867

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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.