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Merrill Lynch

11951 Freedom Dr Ste 1750
Reston, VA 20190703-464-8800

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ClearLogic Financial

11107 Sunset Hills Rd #220
Reston, VA 20190703-476-3521

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Robert W Baird

11951 Freedom Dr Fl 14
Reston, VA 20190571-203-1600

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Hopwood Financial Services

10740 Parkridge Blvd #150
Reston, VA 20191703-787-0008

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Fox Joss & Yankee

1925 Isaac Newton Sq E Ste 400
Reston, VA 20190703-889-1111

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Houlihan Financial Resource

11911 Freedom Dr Ste 580
Reston, VA 20190703-796-0800

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Ameriprise Financial

1902 Campus Commons Dr Ste 320
Reston, VA 20191703-663-1152

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The Wise Investor Group Baird

11951 Freedom Dr Fl 14
Reston, VA 20190866-758-9473

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Charles Schwab

11874 Market St
Reston, VA 20190703-668-0482

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Fidelity Investments

11957 Democracy Dr
Reston, VA 20190703-481-0831

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RW Baird

Reston, VA 20190888-331-1907

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Boucher Financial Planning Services

1900 Campus Commons Dr Ste 100
Reston, VA 20191703-391-8466

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TD Ameritrade

11700 Plaza America Dr Ste 100
Reston, VA 20190571-262-7955

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Capitol Securities

11950 Democracy Dr #350
Reston, VA 20190703-547-8319

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Dominion Wealth Management

1801 Robert Fulton Dr Ste 350
Reston, VA 20191703-673-7999

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VISTA Wealth Strategies

12020 Sunrise Valley Dr Ste 160
Reston, VA 20191703-295-9322

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Albrecht & Albrecht

1902 Campus Commons Dr
Reston, VA 20191703-659-1706

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Dennis Lund

12044 Lake Newport Rd
Reston, VA 20194703-736-0430

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Financial Directors

1984 Isaac Newton Sq W #102
Reston, VA 20190703-481-1461

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Lynch Retirement Investment Group

11921 Freedom Dr Ste 550
Reston, VA 20190888-465-8424

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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.