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Thrivent Financial

20300 Seneca Meadows Pkwy Ste 200
Germantown, MD 20876 301-515-3312

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I've had two Zoom sessions with my advisor over the last several months.... - Jul 14, 2022

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Ameriprise Financial

20410 Observation Dr #100-A
Germantown, MD 20876 240-403-0844

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B and T Financial Service

14025 Bromfield Rd
Germantown, MD 20874 240-686-3427

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Valley Financial Management

21008 Cog Wheel Way
Germantown, MD 20876 301-972-1113

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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.