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Page 7 of 36705 results
Business Distance Ratings What is this? Most Recent Comment

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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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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Colony Group

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

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Concentric Private Wealth

6723 Whittier Ave
McLean, VA 22101703-891-9966

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Edgemoor Investment Advisors

7250 Woodmont Ave Ste 315
Bethesda, MD 20814301-543-8881

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Edward Jones

10619 Jones St Ste 201A
Fairfax, VA 22030703-273-2390

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Financial Consultants of America

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

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Frango Financial

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

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Hughes Financial Services

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

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Ivy League Financial Advisors

11 N Washington St
Rockville, MD 20850301-258-1300

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Joe Jacques

15430 Avery Rd
Rockville, MD 20855301-738-1303

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Lee Sipe & Associates

15245 Shady Grove Rd #240
Rockville, MD 20850301-216-1111

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Merrill Lynch

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

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Merrill Lynch

1775 Duke St
Alexandria, VA 22314703-683-6012

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Merrill Lynch

10320 Little Patuxent Pkwy Ste 1000
Columbia, MD 21044410-884-6600

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Merrill Lynch

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

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Morgan Stanley Smith Barney

9812 Falls Rd Ste 123
Potomac, MD 20854301-765-6460

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Morgan Stanley Smith Barney

7500 Old Georgetown Rd Fl 10
Bethesda, MD 20814301-961-1800

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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.