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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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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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Pegasus Financial Group

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

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Alpha Omega Group

10130 Colvin Run Rd Ste F
Great Falls, VA 22066703-757-8020

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Altius Financial Advisors

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

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Ameriprise Financial

1906 Sunderland Pl NW Fl 4
Washington, DC 20036202-293-9797

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Creveling Financial Services

121 Creekside Ln
Winchester, VA 22602540-667-0466

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Ferguson Asset Management

13305 Travilah Rd
Potomac, MD 20854301-670-0994

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Fidelity Investments

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

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First Command Financial Plan

13649 Office Pl Ste 202
Woodbridge, VA 22192703-897-8787

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McLaughlin Ryder Investments

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

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Medallion Financial Group

13 E Deer Park Dr
Gaithersburg, MD 20877301-990-9704

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Merrill Lynch

3 S King St
Leesburg, VA 20175703-779-8750

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Michael S Beriss

6400 Goldsboro Rd
Bethesda, MD 20817301-320-1462

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Strategic Wealth Management

7300 Grace Dr
Columbia, MD 21044443-535-0302

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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.