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Catharine V Fairley

3 College Ave #1
Frederick, MD 21701 301-378-0176

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Catharine has been my advisor for years now. She responds quickly to email... - Oct 24, 2024

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Merrill Lynch Wealth Management

30 W Patrick St
Frederick, MD 21701 301-694-7300

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Outstanding professional service. Entire staff is terrific. - May 03, 2020

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Edward Jones

241 E 4th St #204
Frederick, MD 21701 301-624-2450

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No raters have left a written comment.

Edward Jones - Matt Owens

3562 Worthington Blvd #101
Frederick, MD 21704 240-341-0900

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Northwestern Mutual

150 S East St #303
Frederick, MD 21701 301-662-5339

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Safe Harbor Financial Advisors

100 W Church St
Frederick, MD 21701 301-668-2500

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No raters have left a written comment.

Turning Point Financial

7210 Corporate Ct #A
Frederick, MD 21703 301-846-9336

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid 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. 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.