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Page 5 of 1362713 results
Business Distance Ratings Most Recent Comment

Creveling Financial Services

121 Creekside Ln
Winchester, VA 22602540-667-0466

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Edelman Financial Services

1800 Diagonal Rd
Alexandria, VA 22314703-836-0652

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Financial Strategies Group

11400 Rockville Pike Ste 303
Rockville, MD 20852301-984-4461

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First Command Financial Plan

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

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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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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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Pegasus Financial Group

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

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Varilpan

19775 Belmont Executive Plz Ste 320
Ashburn, VA 20147703-771-8194

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Wells Fargo Advisors

1133 Connecticut Ave NW Ste 900
Washington, DC 20036202-861-4400

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William C Moore

13880 Braddock Rd
Centreville, VA 20121703-830-9999

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Ameriprise Financial

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

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Ameriprise Financial

10530 Warwick Ave
Fairfax, VA 22030703-385-5665

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Burney Co

121 Rowell Ct
Falls Church, VA 22046703-241-5611

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Carmichael Hill Associates

18 E Diamond Ave
Gaithersburg, MD 20877301-217-9300

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Janney Montgomery Scott

1255 23rd St NW Ste 150
Washington, DC 20037202-955-4300

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Morgan Stanley Smith Barney

1050 Connecticut Ave NW Ste 225
Washington, DC 20036202-861-5000

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Morgan Stanley Smith Barney

7272 Wisconsin Ave Ste 400
Bethesda, MD 20814301-657-6367

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Potomac Financial Group

4041 Powder Mill Rd Ste 107
Calverton, MD 20705301-595-8600

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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.