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Business Distance Ratings Most Recent Comment

Dunlap & Dunlap

18308 Leedstown Way
Olney, MD 20832301-929-3200

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G C Leydorf

909 Echo Bay Ct
Gambrills, MD 21054410-451-5100

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Gurman & Co

3877 Fairfax Ridge Rd # 400
Fairfax, VA 22030703-591-7200

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H & R Block Tax Service

11160 Veirs Mill Rd #158
Wheaton, MD 20902301-933-3171

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Hainsworth & Co

10605 Oliver St
Fairfax, VA 22030703-352-0118

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Harry Wilhelm & Company

5613 Leesburg Pike #38
Falls Church, VA 22041703-820-9449

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Hogan and Reed

4312 Evergreen Ln #J
Annandale, VA 22003703-354-1800

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Jackson Hewitt Tax Service

3049 Nutley St
Fairfax, VA 22031703-208-0570

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Lanigan Ryan Malcolm & Doyle

555 Quince Orchard Rd Ste 600
Gaithersburg, MD 20878301-258-8900

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Marianela Delpino-Rivera

13203 Global St
Bowie, MD 20720301-262-1500

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Morelli & Assoc

3182 Golansky Blvd Ste 201
Woodbridge, VA 22192703-670-5551

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Professional Accounting Service

47081 Glenaire Ct
Sterling, VA 20165703-450-6984

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Robert Hausman/PLR Financial Partners

51 Monroe St Ste 1706
Rockville, MD 20850301-816-9599

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Roberts & Associates

1776 K St NW #800
Washington, DC 20006202-293-1088

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RSM McGladrey

8000 Towers Crescent Dr
Vienna, VA 22182703-336-6400

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Simon Krowitz Meadows Bortnick

11300 Rockville Pike
Rockville, MD 20852301-468-7700

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Tricia Kobus

4001 Cool Brooke Way
Alexandria, VA 22306703-768-9585

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Updegrove Combs McDaniel & Wilson

5 Loudoun St SW # B
Leesburg, VA 20175703-771-1818

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Watkins Meegan

6720B Rockledge Dr Ste 750
Bethesda, MD 20817301-654-7555

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Weinberg & Company

1401 Rockville Pike #560
Rockville, MD 20852301-294-0400

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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.

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