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Law & Associates

6111 Tulane Ave
Glen Echo, MD 20812 301-229-8500

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Janice Henderson is a fantastic advisor. - Nov 21, 2017

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Ameriprise Financial

6112 Oberlin Ave
Glen Echo, MD 20812 301-320-1342

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We've been with our advisor, Dan McGeever, for years. We're very... - Jan 12, 2022

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Ameriprise Financial

6112 Oberlin Ave
Bethesda, MD 20817 301-320-1489

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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.