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Page 10 of 36711 results
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Edward Jones

728 Jefferson St
Alexandria, VA 22314703-548-1198

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Financial Advisor For You

1820 Wyoming Ave NW
Washington, DC 20009202-257-6499

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Financial Network Investment

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

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Financial Planning Svc Of VA

9265 Corporate Cir
Manassas, VA 20110703-331-0591

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First Command Financial Plan

5801 Allentown Rd
Suitland, MD 20746301-899-9171

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Helm Financial Advisors

712 W Broad St
Falls Church, VA 22046703-501-8531

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Lara Schull & May

7600 Leesburg Pike # 120
Falls Church, VA 22043703-827-2300

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Legg Mason Wood Walker

4201 Northview Dr Ste 500
Bowie, MD 20716301-982-0070

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Lifetime Wealth Planning & Management

120 Waterfront St Ste 410
Oxon Hill, MD 20745703-519-1254

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Linsco Private Ledger Financial Service

719 Pine St
Herndon, VA 20170703-757-9034

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Loewinger Financial Planning

7900 Wisconsin Ave Ste 402
Bethesda, MD 20814301-656-8388

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Lynch Retirement Investmnt Group

10500 Little Patuxent Pkwy
Columbia, MD 21044410-715-3600

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Merrill Lynch

1 Park Pl Ste 350
Annapolis, MD 21401410-263-0100

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Morgan Stanley Smith Barney

1747 Pennsylvania Ave NW #900
Washington, DC 20006202-331-1212

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Morgan Stanley Smith Barney

1737 King St Ste 100
Alexandria, VA 22314703-535-8300

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Navy Federal Credit Union

6225 Brandon Ave Ste 130
Springfield, VA 22150888-842-6328

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Nicole Cole

9701 Apollo Dr
Largo, MD 20774301-322-8104

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Northwestern Mutual Investment Services

10340 Democracy Ln Ste 102
Fairfax, VA 22030703-359-7300

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Oppenheimer & Co

2000 K St NW Ste 800
Washington, DC 20006202-296-3030

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PLR Financial Partners

11140 Rockville Pike Ste 380
Rockville, MD 20852301-816-9599

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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.