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Business Distance Ratings What is this? Most Recent Comment

Financial Resources Group

438 N Frederick Ave Ste 220
Gaithersburg, MD 20877301-840-0501

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Ameriprise Financial

9841 Washingtonian Blvd Ste 200
Gaithersburg, MD 20878301-294-0224

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Carmichael Hill Associates

18 E Diamond Ave
Gaithersburg, MD 20877301-217-9300

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Medallion Financial Group

13 E Deer Park Dr
Gaithersburg, MD 20877301-990-9704

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Morgan Stanley Smith Barney

18310 Montgomery Village Ave Ste 740
Gaithersburg, MD 20879301-840-0890

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Smith Barney

18310 Montgomery Village Ave
Gaithersburg, MD 20879800-624-0673

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Charles Schwab

555 Quince Orchard Rd Ste 150
Gaithersburg, MD 20878301-947-1100

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(k)RPG

9711 Washingtonian Blvd #420
Gaithersburg, MD 20879301-948-4411

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Cornerstone Financial Planning

24908 Silver Crest Dr
Gaithersburg, MD 20882301-253-0600

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DeLeon & Stang

100 Lakeforest Blvd Ste 650
Gaithersburg, MD 20877301-948-9825

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Morgan Stanley Smith Barney

18310 Montgomery Village Ave
Gaithersburg, MD 20879301-556-2352

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Potomac Financial Group

18310 Montgomery Village Ave Ste 420
Gaithersburg, MD 20879301-948-3900

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Ameriprise Financial

9031 Shady Grove Ct
Gaithersburg, MD 20877301-330-5493

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Barth Wealth Management

9841 Washingtonian Blvd Ste 415
Gaithersburg, MD 20878301-330-8303

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Capitol Retirement Strategies

216 Main St Ste 300
Gaithersburg, MD 20878240-252-7831

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CF Services Group

9083 Shady Grove Ct
Gaithersburg, MD 20877301-948-0910

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Edward Jones

19110 Montgomery Village Ave Ste 310
Gaithersburg, MD 20886301-258-0876

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Hendershot Financial Group

203 Brookes Ave
Gaithersburg, MD 20877301-518-5609

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SAK & Associates

6 Montgomery Village Ave Ste 500A
Gaithersburg, MD 20879301-519-8525

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Steven Vozenilek

9841 Washingtonian Blvd
Gaithersburg, MD 20878240-314-4350

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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.