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Page 9 of 34668 results
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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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Clarendon Wealth Management

3033 Wilson Blvd #430
Arlington, VA 22201571-257-3252

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Clarion Wealth Mgmt Partners

12500 Fair Lakes Cir Ste 250
Fairfax, VA 22033703-631-4800

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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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Fidelity Investments

1901 Towne Centre Blvd # 135
Annapolis, MD 21401443-332-0001

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First Command Financial Plan

5801 Allentown Rd
Suitland, MD 20746301-899-9171

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Ivy League Financial Advisors

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

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Lara Schull & May

7600 Leesburg Pike # 120
Falls Church, VA 22043703-827-2300

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Lee Sipe & Associates

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

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Merrill Lynch

1 Park Pl Ste 350
Annapolis, MD 21401410-263-0100

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Merrill Lynch

30 W Patrick St
Frederick, MD 21701301-698-7300

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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

333 John Carlyle St Ste 650
Alexandria, VA 22314703-549-8282

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Morgan Stanley Smith Barney

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

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Partnership Wealth Management

1819 Thames St
Baltimore, MD 21231410-732-2633

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Quantis Wealth Management

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

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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.