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UBS Financial Services

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

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Washington Wealth Advisors

300 N Washington St Ste 102
Falls Church, VA 22046703-752-6007

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Wells Fargo Advisors

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

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Advisors Financial

8931 Old Courthouse Rd #205
Vienna, VA 22182703-883-0300

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Ameriprise Financial

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

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Ameriprise Financial

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

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Burt Associates

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

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Carmichael Hill Associates

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

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Concentric Private Wealth

6723 Whittier Ave
McLean, VA 22101703-891-9966

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Hughes Financial Services

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

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Merrill Lynch

1775 Duke St
Alexandria, VA 22314703-683-6012

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Merrill Lynch

60 West St Ste 300
Annapolis, MD 21401410-263-0182

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Morgan Stanley Smith Barney

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

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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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The Wise Investor Group Baird

11951 Freedom Dr Fl 14
Reston, VA 20190866-758-9473

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Tom Phillips

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

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Wells Fargo Advisors

1401 Rockville Pike
Rockville, MD 20852301-610-6515

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William C Moore

13880 Braddock Rd
Centreville, VA 20121703-830-9999

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Ameriprise

751 Rockville Pike
Rockville, MD 20852301-591-9990

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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.