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    Altman & Associates

    1.0 (1 review)
    Closed 8:00 am - 5:30 pm

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    6 years ago

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    The Law Offices of Eric J. Wexler, CPA

    The Law Offices of Eric J. Wexler, CPA

    4.7
    (9 reviews)

    My experience with Eric Wexler was below expectations. I setup a consultation for a question…read morearound doing a Roth IRA conversions. It involved some partial rollovers into qualified plan from IRA preceding the conversion. I had done a bit of research but wanted an expert to validate the specifics of my situation. While other attorneys I've met with in the past on other topics have a free consultation to validate they are in a position to help; Eric charges $250 for the initial conversation which is an in person meeting. He doesn't offer a first 5-10 minute phone discussion to ensure he is a fit or the need. After about a week, he called to say what I was specifically trying to do wouldn't work. I requested him to send any specific reference to the law section; IRS publication; or articles as his evaluation was contrary to what I was finding myself. He said he would send me something, but never got back to me. There was some additional up and back with questions as I sent him some IRS material after he never got back to me per above. Eric is not responsive, going weeks without a reply. He emailed me on Nov 9th apologizing that he'd been on a big project, and would reply soon. It is now Dec 2nd and still not heard. My perception is that my question was not in Eric's wheelhouse, familiarity with current rulings regarding rollovers to qualified plans from an IRA of earnings, leaving the basis behind in an IRA. In the end I felt like I wasted time and $250 without clarity. To his credit, at least he never asked for more than the initial consultation fee. But regardless I still feel as though I don't have a solid answer and would he would have been better for him to simply decline to engage on the topic during the initial meeting if this wasn't the type of thing he could get to resolve quickly or he didn't have bandwidth.

    We came to Eric for a will, trust, etc. after our State Farm agent recommended him. He is very…read moregenerous with his time, charging a flat fee instead of by the hour. Eric kindly also answered a lot of estate planning questions for my dad, and furthermore recommended my dad use an attorney where he lives, instead of keeping the business for himself. He also explained why we do not, in fact need a trust. I also really like that his flat fee included him retaining a copy of our notarized will, just in case we ever have a house fire or the like.

    Adams Law Office

    Adams Law Office

    4.6
    (10 reviews)

    Before my brother in law passed away unexpectedly, he left my husband and I the name of the…read moreattorney who executed his Trust, the Adams Law Office. From the day we were notified he died, the law firm was extremely helpful in answering questions for us. We live in New York and were not able to get to Maryland for three weeks due to severe weather conditions. All our calls and emails were promptly and professionally answered, which gave us time to get many things accomplished from home until we were able to travel to Maryland. We asked if they could recommend a good real estate agent, we didn't want to pick one at random. We were told the founder of Adams Law Office, Suren Adams, is also the founder of Adams Realty and they would put us in touch with someone. Soon after, Suren Adams called us about the sale of the house. We asked her to meet us at the house during our visit so we could list the property with her. We had a good discussion, during which she recommended an excellent clean out company and made an appointment for them to meet us at the house to arrange for the clean out. Suren arrived for our appointment with all the necessary paperwork, made some notes about the property and explained the process to us. Honestly, not only were we very impressed, but she seemed so friendly and personable, it was like talking to a friend. We contacted her after the clean out was complete. She hired a contractor to make cosmetic renovations to prepare the house for sale. The house looked amazing! Once we received an offer, she explained the steps required prior to the closing and guided us every step of the way. We felt reassured having a lawyer as a real estate broker to go over all the documents of the sale. Everything was explained in phone calls and emails. Even though we live in another state we had complete peace of mind and total trust and confidence in Suren's handling of the property. I cannot say enough good things about the Adams Law Office and Adams Realty firms. It's clear to me, from our personal experience, that both firms, under the leadership of Suren Adams, strive for excellence and are very attentive to their clients needs. I highly recommend using their professional services without hesitation. If I have one regret, it's that we live in New York and will not be able to use the Adams Law Office to execute a Trust for our family.

    Informative and professional session. When I'm ready to move forward I will definitely reach out to…read morethis law firm.

    Altman & Associates - estateplanning - Updated August 2026

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