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Cocozza Financial Planning

3046 Hazelton St
Falls Church, VA 22044 703-276-1243

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After years of using Vanguard Personal Investors and getting generic advice,... - Nov 26, 2022

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Omega Wealth Management

200 N Glebe Rd #730
Arlington, VA 22203 703-387-0919

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Amazing staff and service! Holistic approach to current and future wants... - Apr 10, 2020

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Clarendon Wealth Management

3033 Wilson Blvd #700
Arlington, VA 22201 571-257-3252

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Investing strategy was good. Recommendations concerning annuities was questionable... - Feb 27, 2023

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First Command Financial Advisor

241 18th St S #303
Arlington, VA 22202 703-418-9360

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I’ve been with this company since 2006 and my current advisor for at... - Sep 01, 2023

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Legacy Planning Advisors

PO Box 50681
Arlington, VA 22205 703-298-9133

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Paul Collinson has developed two financial plans for me. The first was roughly... - Feb 17, 2024

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Avantax Wealth Management

2439 N Rockingham St
Arlington, VA 22207 703-536-3650

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Edward Jones

1100 N Glebe Rd #1140
Arlington, VA 22201 703-567-0728

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United Bank

5350 Lee Hwy
Arlington, VA 22207 703-534-1382

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid 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. 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.