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Allstate Financial Services

751 Rockville Pike
Rockville, MD 20852 202-537-0900

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It's very good - Mar 13, 2018

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Morgan Stanley Smith Barney

7500 Old Georgetown Rd
Bethesda, MD 20814 301-961-1820

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Great advisor and made me significant cash - Jun 05, 2021

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State Farm Insurance

1734 Elton Rd #115
Silver Spring, MD 20903 301-431-2020

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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.