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Alms Associates

2205 Warwick Way #110
Marriottsville, MD 21104410-696-1200

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Geier Financial Group

2205 Warwick Way #200
Marriottsville, MD 21104410-480-8016

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Gra Financial Advisors

2205 Warwick Way
Marriottsville, MD 21104410-689-1210

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Retirementquest

2600 Longstone Ln
Marriottsville, MD 21104410-442-4431

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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.