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Merrill Lynch

3 S King St
Leesburg, VA 20175703-779-8750

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Raymond James Financial Services

161 Fort Evans Rd NE Ste 345
Leesburg, VA 20176703-669-5022

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Wells Fargo Advisors

104 Church St SE
Leesburg, VA 20175703-777-3803

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Toth Financial Advisory Corporation

608 S King St
Leesburg, VA 20175703-443-8684

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Capital Fiduciary Advisors

604 S King St
Leesburg, VA 20175703-777-5855

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Edward Jones

15 N King St Ste 201
Leesburg, VA 20176703-771-2069

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Edward Jones

27 Catoctin Cir NE
Leesburg, VA 20176703-443-6901

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Middleburg Investment Group

211 Fort Evans Rd NE
Leesburg, VA 20176703-737-3434

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Morgan Stanley Smith Barney

222 Catoctin Cir SE #101
Leesburg, VA 20175703-779-1900

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P S A Financial

183 Connery Terr SW
Leesburg, VA 20175703-779-7337

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Raymond James

100 Dry Mill Rd SW Ste 103
Leesburg, VA 20175703-737-0030

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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.