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Davenport & Co

904 Princess Anne St
Fredericksburg, VA 22401800-570-2142

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Ameriprise Financial

809 William St Ste D
Fredericksburg, VA 22401540-370-4991

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Lionheart Financial

76 Water Way
Fredericksburg, VA 22405540-907-2720

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LPL Financial Services

11204 Palladium Way
Fredericksburg, VA 22407540-786-1812

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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.