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Lifetime Wealth Planning & Management

120 Waterfront St Ste 410
Oxon Hill, MD 20745 703-519-1254

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The all woman's staff provides excellent, timely advice on financial matters... - Jan 23, 2018

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Lifetime Wealth

120 Waterfront St #410
Oxon Hill, MD 20745 301-567-0706

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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.