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Wells Fargo Advisors

1401 Rockville Pike
Rockville, MD 20852301-610-6515

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Ameriprise

751 Rockville Pike
Rockville, MD 20852301-591-9990

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Ameriprise Financial

380 Maple Ave W #202
Vienna, VA 22180703-255-7091

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Ameriprise Financial

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

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Burney Co

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

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Catharine V Fairley

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

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Charles Schwab

11874 Market St
Reston, VA 20190703-668-0482

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Charles Schwab

7401 Wisconsin Ave Ste 100
Bethesda, MD 20814301-941-9800

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Colony Group

700 12th St NW
Washington, DC 20005202-000-1111

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Dolan Financial

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

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Edward O'Hara

12510 Prosperity Dr
Silver Spring, MD 20904301-680-0840

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Fidelity Investments

11957 Democracy Dr
Reston, VA 20190703-481-0831

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Fidelity Investments

1725 Duke St # Gr05
Alexandria, VA 22314703-364-3178

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Fidelity Investments

325 7th St NW #650
Washington, DC 20004202-737-9084

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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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Frango Financial

4301 Connecticut Ave NW
Washington, DC 20008202-244-4460

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Glassman Wealth Services

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

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Integrated Financial Partners

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

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Joe Jacques

15430 Avery Rd
Rockville, MD 20855301-738-1303

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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.