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Quantis Wealth Management

12150 Annapolis Rd
Glenn Dale, MD 20769301-464-2121

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Cambridge Asset Advisors

10201 Good Luck Rd
Glenn Dale, MD 20769301-794-7979

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Nes Investment and Consulting

5915 Glenn Dale Rd
Glenn Dale, MD 20769240-206-9056

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Sahari Investments

9901 Marguerita Ave
Glenn Dale, MD 20769301-262-1546

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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.