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Egan Berger & Weiner

1919 Gallows Rd #980
Vienna, VA 22182703-506-0030

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Merrill Lynch

8075 Leesburg Pike Ste 600
Vienna, VA 22182703-734-8000

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UBS Financial Services

8045 Leesburg Pike
Vienna, VA 22182703-734-8400

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USAA Wealth Management

8065 Leesburg Pike
Vienna, VA 22182800-292-8800

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Ameriprise Financial

8045 Leesburg Pike #500
Vienna, VA 22182703-848-4600

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Advisors Financial

8931 Old Courthouse Rd #205
Vienna, VA 22182703-883-0300

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Tom Phillips

1595 Spring Hill Rd #320
Vienna, VA 22182703-584-3636

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Ameriprise Financial

380 Maple Ave W #202
Vienna, VA 22180703-255-7091

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Ameriprise Financial

8150 Leesburg Pike #500
Vienna, VA 22182703-226-2300

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Ameriprise Financial

133 Maple Ave E #306
Vienna, VA 22180703-766-9300

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Daniel Kim

301 Maple Ave W
Vienna, VA 22180703-766-2025

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Financial Network Investment

8391 Old Courthouse Rd Ste 203
Vienna, VA 22182703-356-4360

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Mutual Fund Store

8130 Boone Blvd Ste 220
Vienna, VA 22182703-288-6988

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The Lewia Financial Group

8000 Towers Crescent Dr # 1350
Vienna, VA 22182703-288-1272

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Waldman Financial Advisors

501 Church St NE Ste 110
Vienna, VA 22180703-281-7100

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Allegiance Financial Group

374 Maple Ave E
Vienna, VA 22180703-242-7900

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Ameriprise Financial

1964 Gallows Rd #320
Vienna, VA 22182703-663-1171

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Lincoln Financial Advisors

8219 Leesburg Pike Ste 200
Vienna, VA 22182703-821-1685

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Navy Federal Financial

820 Follin Ln SE
Vienna, VA 22180703-255-8555

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Signature Financial Partners

8607 Westwood Center Dr Fl 3
Vienna, VA 22182703-287-7101

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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.