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Snyder Cohn

11200 Rockville Pike Ste 415
North Bethesda, MD 20852301-986-1028

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Lobel Cooper & Associates

6309 Executive Blvd
North Bethesda, MD 20852301-637-7080

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Jeff W Lin CPA

11767 Rockville Pike
North Bethesda, MD 20852301-770-5588

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Lichtenberg & Associates

6151 Executive Blvd
North Bethesda, MD 20852301-468-2220

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Ricardo Trujillo

11710 Old Georgetown Rd Apt 1524
North Bethesda, MD 20852301-943-0350

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Richard Greene and Associates

5815 Edson Ln #201
North Bethesda, MD 20852301-455-5676

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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.