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Clarendon Wealth Management

3033 Wilson Blvd #430
Arlington, VA 22201571-257-3252

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Clarion Wealth Mgmt Partners

12500 Fair Lakes Cir Ste 250
Fairfax, VA 22033703-631-4800

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Compass Wealth Strategies

3168 Braverton St
Edgewater, MD 21037888-502-1725

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Deutsche Bank

1399 New York Ave NW
Washington, DC 20005202-626-7007

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Divergent Planning

6600 Rockledge Dr #410
Bethesda, MD 20817240-428-8911

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Dominion Wealth Management

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

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Edward Jones

1150 17th St NW Ste 307
Washington, DC 20036202-223-1179

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Edward Jones

728 Jefferson St
Alexandria, VA 22314703-548-1198

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Edward O'Hara

12510 Prosperity Dr
Silver Spring, MD 20904301-680-0840

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Fidelity Investments

11957 Democracy Dr
Reston, VA 20190703-481-0831

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Fidelity Investments

325 7th St NW #650
Washington, DC 20004202-737-9084

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Fidelity Investments

7315 Wisconsin Ave #150-W
Bethesda, MD 20814301-215-5946

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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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Harvey Group

205 S Alfred St
Alexandria, VA 22314703-549-5499

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Helm Financial Advisors

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

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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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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.