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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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Northwestern Mutual Investment Services

10340 Democracy Ln Ste 102
Fairfax, VA 22030703-359-7300

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Old Dominion Capital Management

1800 Diagonal Rd Ste 600
Alexandria, VA 22314800-446-2029

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Pinion Financial Svc

6931 Arlington Rd Ste 304
Bethesda, MD 20814301-652-4000

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Raymond James Financial Services

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

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Rbc Wealth Management

5425 Wisconsin Ave #301
Chevy Chase, MD 20815301-907-2700

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RW Baird

Reston, VA 20190888-331-1907

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Sanchez & Zures

8300 Greensboro Dr Ste 800
McLean, VA 22102703-349-0330

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T Rowe Price

1600 Tysons Blvd Ste 150
McLean, VA 22102703-873-1200

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TIAA-CREF

1101 Pennsylvania Ave NW Ste 800
Washington, DC 20004202-637-8962

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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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Tweddell Goldberg Investment Management

9005 Woodland Dr
Silver Spring, MD 20910301-650-6567

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Washington Retirement Planning Specialists

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

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Wells Fargo Advisors

Bethesda, MD301-961-1057

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Ameriprise Financial

10530 Warwick Ave
Fairfax, VA 22030703-385-5665

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AXA Advisors

6200 Old Dobbin Ln Ste 100
Columbia, MD 21045410-309-3600

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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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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.