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Catharine V Fairley

3 College Ave #1
Frederick, MD 21701 301-378-0176

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Catharine Fairley makes the most of the time that one spends with her. She... - Aug 28, 2021

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Merrill Lynch Wealth Management

30 W Patrick St
Frederick, MD 21701 301-698-7300

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Outstanding professional service. Entire staff is terrific. - May 03, 2020

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Amerirpise Financial

7101 Guilford Dr #104
Frederick, MD 21704 301-682-8400

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Edward Jones

241 E 4th St #204
Frederick, MD 21701 301-624-2450

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Joshua H Parish/Northwestern Mutual

50 Carroll Creek Way Ste 250
Frederick, MD 21701 301-662-5339

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Safe Harbor Financial Advisors

100 W Church St
Frederick, MD 21701 301-238-4657

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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.