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Jackson Hewitt Tax Service

9156 Rothbury Dr
Montgomery Village, MD 20886 301-977-3278

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A different preparer every year. Not all know what they are doing. - Sep 19, 2012

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Barbara St John

10625 Seneca Ridge Rd
Montgomery Village, MD 20886 301-330-0722

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Barbra has been terrific knowledge of personal taxes and integrating information... - Dec 09, 2016

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Costello & Huddy Chartered

19574 Club House Rd
Montgomery Village, MD 20886 301-869-2608

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For tax preparation and tax advice. - May 02, 2018

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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.