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Ameriprise Financial

877 Baltimore Annapolis Blvd
Severna Park, MD 21146410-975-9773

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Craig and Treff Financial Service

819 Ritchie Hwy #1015
Severna Park, MD 21146410-518-9990

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Pinnacle Financial

605 Ritchie Hwy
Severna Park, MD 21146410-384-9102

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Raymond James

523 Benfield Rd
Severna Park, MD 21146410-544-2300

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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.