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Jackson Hewitt Tax Service

9156 Rothbury Dr
Montgomery Village, MD 20886301-977-3278

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Barbara St John

10625 Seneca Ridge Rd
Montgomery Village, MD 20886301-330-0722

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Costello & Huddy Chartered

19574 Club House Rd
Montgomery Village, MD 20886301-869-2608

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OnceSource Financial Services Group

20317 Seabrook Dr
Montgomery Village, MD 20886240-631-7363

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Adil Baloch Cpa

18562 Office Park Dr
Montgomery Village, MD 20886301-519-1444

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Capital Cpa Professionals Llp

18520 Office Park Dr
Montgomery Village, MD 20886301-926-7755

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Jay Goldberg Cpa

19326 Montgomery Village Ave
Montgomery Village, MD 20886301-990-1399

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T Accounting

15952 Gallatin Ct
Montgomery Village, MD 20886240-912-5725

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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.