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Ferguson Asset Management

13305 Travilah Rd
Potomac, MD 20854301-670-0994

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Charles Schwab

12500 Park Potomac Ave
Potomac, MD 20854301-795-2808

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Morgan Stanley Smith Barney

9812 Falls Rd Ste 123
Potomac, MD 20854301-765-6460

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Lighthouse Financial Planning

1515 Allview Dr
Potomac, MD 20854301-340-2667

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Williams Associates

9218 Winterset Dr
Potomac, MD 20854301-294-7804

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Eastham and Associates

13308 Beall Creek Ct
Potomac, MD 20854301-963-0990

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Financial Corp of America

10220 River Rd Ste 105
Potomac, MD 20854301-983-8898

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Fischer Financial

9912 Bluegrass Rd
Potomac, MD 20854301-983-1357

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Glashofer Financial Advisors

11906 Whistler Ct
Potomac, MD 20854301-424-4432

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Life Financial Planning

9816 Tibron Ct
Potomac, MD 20854301-299-4411

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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.