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Garrison Financial

11350 McCormick Rd
Hunt Valley, MD 21031410-773-8357

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Kissinger Financial

10155 Hunt Valley Rd
Hunt Valley, MD 21030800-653-3414

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Cornerstone Financial Partners

200 International Cir Ste 5000
Hunt Valley, MD 21030410-527-4000

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Kuta Gil

201 International Cir Ste 100
Hunt Valley, MD 21030301-891-5000

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MML Investors Services MassMutual Financial

Executive Plaza Iv #200 11350 Mccormick Rd
Hunt Valley, MD 21065410-785-7654

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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.