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Pegasus Financial Group

4211 Pleasant Valley Rd Ste 260
Chantilly, VA 20151703-956-6662

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Capital One

25400 Eastern Marketplace Plz
Chantilly, VA 20152703-327-6649

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Thrivent Financial-Lutherans

14014 Sullyfield Cir #A
Chantilly, VA 20151703-631-3898

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Wells Fargo Advisors

14430 Chantilly Crossing Ln
Chantilly, VA 20151703-378-5216

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American Express

4101 Westfax Dr
Chantilly, VA 20151703-817-0379

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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.