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Business Distance Ratings What is this? Most Recent Comment

Varilpan

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

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Wells Fargo Advisors

7600 Wisconsin Ave Ste 100
Bethesda, MD 20814301-961-0100

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Ameriprise Financial

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

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Ameriprise Financial

12848 Harbor Dr Ste 101
Woodbridge, VA 22192703-492-7732

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Ameriprise Financial

9841 Washingtonian Blvd Ste 200
Gaithersburg, MD 20878301-294-0224

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Carmichael Hill Associates

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

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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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Ferguson Asset Management

13305 Travilah Rd
Potomac, MD 20854301-670-0994

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First Command Financial Plan

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

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Michael S Beriss

6400 Goldsboro Rd
Bethesda, MD 20817301-320-1462

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Potomac Financial Group

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

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Smith Barney

18310 Montgomery Village Ave
Gaithersburg, MD 20879800-624-0673

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Tom Phillips

1595 Spring Hill Rd #320
Vienna, VA 22182703-584-3636

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UBS Financial Services

7700 Wisconsin Ave Ste 300
Bethesda, MD 20814301-718-5000

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William C Moore

13880 Braddock Rd
Centreville, VA 20121703-830-9999

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Ameriprise Financial

8150 Leesburg Pike #500
Vienna, VA 22182703-226-2300

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Ameriprise Financial

1902 Campus Commons Dr Ste 320
Reston, VA 20191703-663-1152

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Burt Associates

6010 Executive Blvd Ste 900
Rockville, MD 20852301-770-9880

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Catharine V Fairley

3 College Ave #1
Frederick, MD 21701301-378-0176

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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.