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Northwest Services

200 Spring St Ste 120
Herndon, VA 20170703-810-1072

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Hughes Financial Services

13800 Coppermine Rd # 170
Herndon, VA 20171703-669-3660

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Birks Financial Advisors

431 Carlisle Dr Ste A
Herndon, VA 20170703-481-6202

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Linsco Private Ledger Financial Service

719 Pine St
Herndon, VA 20170703-757-9034

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Symphony Financial

481 Carlisle Dr Ste 202
Herndon, VA 20170703-865-4092

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Ameriprise Financial

1130 Stuart Hills Way
Herndon, VA 20170703-573-5732

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J Anthony Fulkerson

625 Elden St #203
Herndon, VA 20170703-437-1700

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Lifetime Financial Planning

2325 Dulles Corner Blvd Ste 500
Herndon, VA 20171703-779-0515

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Mitchell Advisory

11710 Plaza America Dr Ste 2000
Herndon, VA 20190703-742-8700

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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.