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Lenet, Richard A

2 Floral Park Ct
North Potomac, MD 20878 301-294-2282

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Tax & Accounting Service

604 Frederick Ave S
Gaithersburg, MD 20877 240-731-2017

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WA CPAs

11760 Owens Glen Way
North Potomac, MD 20878 301-383-9989

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid 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. 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.