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Schaeffer Financial Group

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

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Speck Caudron Investment Group

101 N Union St Ste 220
Alexandria, VA 22314703-739-4540

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Financial Advantage Associates

1803 Research Blvd Ste 401
Rockville, MD 20850301-610-0071

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First Command Financial

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

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Merrill Lynch

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

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Warner Financial

4550 Montgomery Ave # 352
Bethesda, MD 20814301-961-9505

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West Financial Services

1355 Beverly Rd Ste 250
McLean, VA 22101703-847-2500

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Ameriprise Financial

6400 Goldsboro Rd
Bethesda, MD 20817301-986-0087

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Fidelity Investments

1900 K St NW
Washington, DC 20006202-463-0496

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UBS Financial Services

1501 K St NW Ste 1100
Washington, DC 20005202-585-4000

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Dwayne Jackson

7647 Leesburg Pike
Falls Church, VA 22043703-821-6655

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Bernstein Investment Research

800 Connecticut Ave NW # 1001
Washington, DC 20006202-261-6700

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Campbell Wealth Management

700 S Washington St Ste 220
Alexandria, VA 22314703-207-6911

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D'Orazio Associates

7600 Leesburg Pike
Falls Church, VA 22043703-917-0007

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Edelman Financial Service

1750 Tysons Blvd
McLean, VA 22102571-633-0110

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Family Firm

8120 Woodmont Ave Ste 630
Bethesda, MD 20814301-656-3999

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Morgan Stanley Smith Barney

702 King Farm Blvd #500
Rockville, MD 20850301-330-4197

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Robert W Baird

11951 Freedom Dr Fl 14
Reston, VA 20190571-203-1600

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TIAA-CREF

7315 Wisconsin Ave # 550
Bethesda, MD 20814301-280-5501

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Wells Fargo Advisors

5301 Wisconsin Ave NW Ste 400
Washington, DC 20015202-364-1600

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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.