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Business Distance Ratings What is this? Most Recent Comment

Merrill Lynch

11921 Rockville Pike Ste 201
Rockville, MD 20852301-468-3000

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Schaeffer Financial Group

1 Church St Ste 801
Rockville, MD 20850301-933-5550

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Geoffrey Sella

3201 Tower Oaks Blvd
Rockville, MD 20877301-770-6800

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Morgan Stanley Smith Barney

702 King Farm Blvd #500
Rockville, MD 20850301-330-4197

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Financial Services Advisory

1 Church St Ste 801
Rockville, MD 20850301-949-7300

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Connemara Group

1700 Rockville Pike Ste 400
Rockville, MD 20852301-998-6595

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Financial Advantage Associates

1803 Research Blvd Ste 401
Rockville, MD 20850301-610-0071

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Burt Associates

6010 Executive Blvd Ste 900
Rockville, MD 20852301-770-9880

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Friedland Financial Planning

2275 Research Blvd Ste 500
Rockville, MD 20850301-309-1988

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Financial Strategies Group

11400 Rockville Pike Ste 303
Rockville, MD 20852301-984-4461

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Kendall Capital Management

20 Courthouse Sq Ste 216
Rockville, MD 20850301-838-9110

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Halpern Financial

11 N Washington St
Rockville, MD 20850240-268-1000

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Ivy League Financial Advisors

11 N Washington St
Rockville, MD 20850301-258-1300

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Joe Jacques

15430 Avery Rd
Rockville, MD 20855301-738-1303

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Wells Fargo Advisors

1401 Rockville Pike
Rockville, MD 20852301-610-6515

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Ameriprise Financial

6171 Executive Blvd
Rockville, MD 20852301-468-2330

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Gartenhaus Financial

9210 Corporate Blvd Ste 370
Rockville, MD 20850301-670-5505

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Lee Sipe & Assoc

5 Choke Cherry Rd Ste 370
Rockville, MD 20850301-216-1111

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Acacia Financial Advisors

3204 Tower Oaks Blvd
Rockville, MD 20852301-881-9888

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H & R Block Tax Service

807 Rockville Pike Ste F
Rockville, MD 20852301-251-4748

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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.