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Business Distance Ratings What is this? Most Recent Comment

Fox Joss & Yankee

1925 Isaac Newton Sq E Ste 400
Reston, VA 20190703-889-1111

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Harris SBSB

8180 Greensboro Dr Ste 1000
McLean, VA 22102703-734-9300

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Law & Assoc

6111 Tulane Ave
Glen Echo, MD 20812301-229-8500

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USAA Wealth Management

8065 Leesburg Pike
Vienna, VA 22182800-292-8800

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Altius Financial Advisors

3 Bethesda Metro Ctr
Bethesda, MD 20814301-961-1585

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Chevy Chase Trust

7501 Wisconsin Ave Fl 14
Bethesda, MD 20814240-497-5000

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CJM Wealth Advisors

11320 Random Hills Rd Ste 250
Fairfax, VA 22030703-425-0700

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Friedland Financial Planning

2275 Research Blvd Ste 500
Rockville, MD 20850301-309-1988

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Heritage Investors Management

7101 Wisconsin Ave Ste 1112
Bethesda, MD 20814301-951-0440

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Houlihan Financial Resource

11911 Freedom Dr Ste 580
Reston, VA 20190703-796-0800

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Kendall Capital Management

20 Courthouse Sq Ste 216
Rockville, MD 20850301-838-9110

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MainStreet Financial Planning

1425 K St NW Ste 350
Washington, DC 20005202-448-9032

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May & Barnhart

4840 Cordell Ave
Bethesda, MD 20814301-656-5794

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McLaughlin Ryder Investments

1421 Prince St Ste 400
Alexandria, VA 22314703-684-9222

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Merrill Lynch

555 12th St NW
Washington, DC 20004202-434-4700

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Merrill Lynch

3 Bethesda Metro Ctr Ste 1100
Bethesda, MD 20814301-215-4400

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Monitor Group

1430 Spring Hill Rd Ste 400
McLean, VA 22102703-288-0500

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Omega Wealth Management

200 N Glebe Rd Ste 812
Arlington, VA 22203703-387-0919

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Pegasus Financial Group

4211 Pleasant Valley Rd Ste 260
Chantilly, VA 20151703-956-6662

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TIAA-CREF

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

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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.