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Wells Fargo Advisors

1900 Duke St Ste 100
Alexandria, VA 22314703-548-5700

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William C Moore

13880 Braddock Rd
Centreville, VA 20121703-830-9999

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Acorn Financial Services

3600 Chain Bridge Rd
Fairfax, VA 22030703-293-3100

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Ameriprise Financial

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

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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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Charles Schwab

330 John Carlyle St Ste 120
Alexandria, VA 22314703-299-3260

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Concentric Private Wealth

6723 Whittier Ave
McLean, VA 22101703-891-9966

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Dolan Financial

8455 Colesville Rd Ste 710
Silver Spring, MD 20910301-495-5900

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Financial Consultants of America

2104 W Laburnum Ave Ste 101
Richmond, VA 23227804-377-9498

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Financial Strategies Group

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

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First Command Financial Planning

5285 Shawnee Rd #305
Alexandria, VA 22312703-921-0500

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Glassman Wealth Services

1600 Tysons Blvd Ste 800
McLean, VA 22102703-534-4444

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Hughes Financial Services

13800 Coppermine Rd # 170
Herndon, VA 20171703-669-3660

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Integrated Financial Partners

4000 Legato Rd Ste 1100
Fairfax, VA 22033703-896-7628

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Janney Montgomery Scott

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

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Marc Schliefer

7910 Woodmont Ave Ste 900
Bethesda, MD 20814301-652-8702

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Merrill Lynch

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

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Morgan Stanley Smith Barney

1747 Pennsylvania Ave NW #900
Washington, DC 20006202-331-1212

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Morgan Stanley Smith Barney

1775 I St NW Ste 200
Washington, DC 20006202-862-9000

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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.