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Ameriprise Financial

1954 Greenspring Dr #200
Timonium, MD 21093 410-308-6112

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Advice meets "suitability" standards but not always in client best... - Jan 23, 2021

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Ameriprise Financial

9515 Deereco Rd #303
Timonium, MD 21093 410-507-5101

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Berman McAleer

9690 Deereco Rd #800
Timonium, MD 21093 410-560-9960

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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.