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Akre Capital Management

PO Box 998
Middleburg, VA 20118540-687-3880

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Globalstrat

9 N Liberty St
Middleburg, VA 20117540-687-3960

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Hoerner Planning Group

PO Box 1326
Middleburg, VA 20118540-687-5090

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Maxim Financial Corporation

2800 Polkadot Ln
Middleburg, VA 20117540-687-4635

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Middleburg Trust Company

111 W Washington St
Middleburg, VA 20117540-687-4808

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Structured Financial Associates

PO Box 1120
Middleburg, VA 20118540-687-8047

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Van Metre Financial Management

36510 Wynhurst Ct
Middleburg, VA 20117540-687-5085

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Washington Wealth Management

PO Box 409
Middleburg, VA 20118540-266-3175

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Wiseman and Associates Financial Service

2 W Washington St
Middleburg, VA 20117540-687-7058

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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.