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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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Morgan Stanley Smith Barney

18310 Montgomery Village Ave
Gaithersburg, MD 20879301-556-2352

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Raymond James Financial Services

15850 Crabbs Branch Way Ste 130
Derwood, MD 20855301-258-7792

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RW Baird

Reston, VA 20190888-331-1907

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Scott and Springfellow

8200 Greensboro Dr #100-A
McLean, VA 22102703-342-1740

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Tower Federal Credit Union

7901 Sandy Spring Rd Ste 501
Laurel, MD 20707301-497-7000

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Trumbower Financial Advisors

4800 Montgomery Ln Ste 875
Bethesda, MD 20814301-215-8340

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Washington Retirement Planning Specialists

6701 Democracy Blvd #711
Bethesda, MD 20817240-720-0084

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Wells Fargo Advisors

1401 Rockville Pike
Rockville, MD 20852301-610-6515

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Advisors Financial

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

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Ameriprise Financial

10530 Warwick Ave
Fairfax, VA 22030703-385-5665

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Bingham Financial Advisors

1610 N Harrison St
Arlington, VA 22205703-536-6863

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Boucher Financial Planning Services

1900 Campus Commons Dr Ste 100
Reston, VA 20191703-391-8466

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Burney Co

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

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Butler Financial

515 King St
Alexandria, VA 22314703-706-0885

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C5 Wealth Management

746 Walker Rd Ste 26
Great Falls, VA 22066703-759-7007

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Charles Schwab

12500 Park Potomac Ave
Potomac, MD 20854301-795-2808

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Charles Schwab

555 Quince Orchard Rd Ste 150
Gaithersburg, MD 20878301-947-1100

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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.