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Thrivent Financial

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

I get advice from an agent at this office. He helped me to establish mutual... - May 09, 2020

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Ameriprise Financial

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

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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.