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Speck Caudron Investment Group

101 N Union St Ste 220
Alexandria, VA 22314703-739-4540

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First Command Financial

5285 Shawnee Rd Ste 305
Alexandria, VA 22312703-658-2943

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Campbell Wealth Management

700 S Washington St Ste 220
Alexandria, VA 22314703-207-6911

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McLaughlin Ryder Investments

1421 Prince St Ste 400
Alexandria, VA 22314703-684-9222

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Edelman Financial Services

1800 Diagonal Rd
Alexandria, VA 22314703-836-0652

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Wells Fargo Advisors

1900 Duke St Ste 100
Alexandria, VA 22314703-548-5700

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Charles Schwab

330 John Carlyle St Ste 120
Alexandria, VA 22314703-299-3260

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First Command Financial Planning

5285 Shawnee Rd #305
Alexandria, VA 22312703-921-0500

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Butler Financial

515 King St
Alexandria, VA 22314703-706-0885

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Merrill Lynch

1775 Duke St
Alexandria, VA 22314703-683-6012

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Old Dominion Capital Management

1800 Diagonal Rd Ste 600
Alexandria, VA 22314800-446-2029

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Alexandria Financial Assoc

4900 Seminary Rd Ste 105
Alexandria, VA 22311703-671-5959

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Edward Jones

728 Jefferson St
Alexandria, VA 22314703-548-1198

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Harvey Group

205 S Alfred St
Alexandria, VA 22314703-549-5499

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Morgan Stanley Smith Barney

1737 King St Ste 100
Alexandria, VA 22314703-535-8300

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Makonnen Financial Group

5568 General Washington Dr # 217
Alexandria, VA 22312703-750-3393

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Morgan Stanley Smith Barney

1725 Duke St Ste A
Alexandria, VA 22314703-684-0520

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Morgan Stanley Smith Barney

333 John Carlyle St Ste 650
Alexandria, VA 22314703-549-8282

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Wesling Financial Planning Services

101 N Columbus St
Alexandria, VA 22314703-535-8280

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8th Street Investments

108 N Payne St Fl 2
Alexandria, VA 22314703-519-0962

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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.