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MCG Financial

10303 Greenwood Pl
Oakton, VA 22124703-938-0074

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Anderson Group

2915 Hunter Mill Rd #1
Oakton, VA 22124703-281-5212

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H & R Block Tax Service

2936 Chain Bridge Rd #100
Oakton, VA 22124703-938-0867

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John South

Oakton, VA 22124703-758-0268

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Dennis Ponton

11602 Stuart Mill Rd
Oakton, VA 22124703-758-6665

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M Christine Stralka

2970 Chain Bridge Rd
Oakton, VA 22124703-938-7933

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Retirement Planning Services

3605 Twilight Ct
Oakton, VA 22124703-716-1233

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Roth and Associates

2961 Chain Bridge Rd
Oakton, VA 22124703-255-2403

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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.