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Edward Jones

17904 Georgia Ave Ste 107
Olney, MD 20832 301-774-8500

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Very knowledgeble 20 yrs experience Wonderful staff! - Sep 16, 2013

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Northwestern Mutual Financial

2923 Olney Sandy Spring Rd #F
Olney, MD 20832 301-260-8050

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Arrow Investment Advisors

2943 Olney Sandy Spring Rd
Olney, MD 20832 301-260-0164

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DId the job. Were adequate. Nothing more, nothing less. - May 10, 2020

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Maple Tree Financial Svc

4505 Thornhurst Dr
Olney, MD 20832 301-177-9481

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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.