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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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Frango Financial

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

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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

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

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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

1225 Connecticut Ave NW
Washington, DC 20036202-857-8188

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Morgan Stanley Smith Barney

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

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Morgan Stanley Smith Barney

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

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Old Dominion Capital Management

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

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Partnership Wealth Management

1819 Thames St
Baltimore, MD 21231410-732-2633

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Pinion Financial Svc

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

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Quantis Wealth Management

12150 Annapolis Rd
Glenn Dale, MD 20769301-464-2121

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R B C Wealth Management

10500 Little Patuxent Pkwy
Columbia, MD 21044410-730-7488

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Raymond James

4041 Powder Mill Rd #205
Beltsville, MD 20705301-459-2484

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RBC Wealth Management

1700 Pennsylvania Ave NW Ste 700
Washington, DC 20006202-661-9500

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Rbc Wealth Management

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

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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.