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Edward Jones

17904 Georgia Ave Ste 107
Olney, MD 20832301-774-8500

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Northwestern Mutual Financial

2923 Olney Sandy Spring Rd #F
Olney, MD 20832301-260-8050

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Arrow Investment Advisors

2943 Olney Sandy Spring Rd
Olney, MD 20832301-260-0164

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Campbell Financial Group

18613 Wickham Rd
Olney, MD 20832301-774-8055

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Capital Financial

3413 Olandwood Ct #104
Olney, MD 20832301-260-8575

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Financial Information Tech Service

2808 Spartan Rd
Olney, MD 20832301-237-5708

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Jcc Financial Service

2811 Fountain Grove Terr
Olney, MD 20832240-476-6594

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Monica E Brown

4617 Prestwood Dr
Olney, MD 20832301-774-5008

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Wall Street Asset Management

17701 Overwood Dr
Olney, MD 20832301-774-6600

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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.