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Business Distance Ratings Most Recent Comment

Edelman Financial Services

4000 Legato Rd Fl 9
Fairfax, VA 22033703-818-0800

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Ameriprise Financial

6400 Goldsboro Rd Ste 550
Bethesda, MD 20817301-320-0500

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Baltimore-Washington Financial Advisors

5950 Symphony Woods Rd Ste 600
Columbia, MD 21044410-461-3900

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Cassaday & Company

8180 Greensboro Dr #1180
McLean, VA 22102703-506-8200

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Egan Berger & Weiner

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

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Merrill Lynch

11921 Rockville Pike Ste 201
Rockville, MD 20852301-468-3000

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Wells Fargo Advisors

1650 Tysons Blvd Ste 500
Mc Lean, VA 22102703-893-5700

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FBB Capital Partners

4520 East West Hwy Ste 450
Bethesda, MD 20814301-657-8870

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Fidelity Investments

1861 International Dr
McLean, VA 22102800-543-8736

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Merrill Lynch

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

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Cocozza Financial Planning

3400 21st Ave N
Arlington, VA 22207703-276-1243

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Fidelity Investments

7315 Wisconsin Ave Ste 150W
Bethesda, MD 20814301-913-2919

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Morgan Stanley Smith Barney

1650 Tysons Blvd Ste 1000
McLean, VA 22102703-556-8100

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Pinnacle Advisory Group

6345 Woodside Ct Ste 100
Columbia, MD 21046301-621-8007

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First Command Financial

5285 Shawnee Rd Ste 305
Alexandria, VA 22312703-658-2943

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Merrill Lynch

1152 15th St NW Ste 6000
Washington, DC 20005202-659-7222

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Schaeffer Financial Group

1 Church St Ste 801
Rockville, MD 20850301-933-5550

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USAA Financial Planning Services

10750 McDermott Fwy
San Antonio, TX 78288877-314-2255

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ClearLogic Financial

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

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Merrill Lynch

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

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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.