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Cocozza Financial Planning

3400 21st Ave N
Arlington, VA 22207703-276-1243

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Omega Wealth Management

200 N Glebe Rd Ste 812
Arlington, VA 22203703-387-0919

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Bingham Financial Advisors

1610 N Harrison St
Arlington, VA 22205703-536-6863

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Clarendon Wealth Management

3033 Wilson Blvd #430
Arlington, VA 22201571-257-3252

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Ariba Asset Management

2101 Wilson Blvd
Arlington, VA 22201703-807-1144

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Core Advisary

2011 Crystal Dr Ste 400
Arlington, VA 22202703-683-3747

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Financial Associates Tax Svc

933 N Kenmore St Ste 217
Arlington, VA 22201703-522-3111

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First Command Financial Planning

2711 Jefferson Davis Hwy #101
Arlington, VA 22202703-418-9360

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First Command Financial Planning

2001 Jefferson Davis Hwy #205
Arlington, VA 22202703-413-9071

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James Wright

2204 N Tuckahoe St
Arlington, VA 22205703-779-4654

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Prudential Financial

4350 Fairfax Dr
Arlington, VA 22203703-243-4934

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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.