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    Carter Dougherty & McGuire

    4.2 (5 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Carter Dougherty & McGuire

    Estate planning

    Government law

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    7 months ago

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    8 years ago

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    7 years ago

    Scott Carter is a wonderful caring attorney. I highly recommend him for taking care of your trust. It's hard to find a gentleman like him!

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    11 years ago

    Horrible customer service, refuses to answer specific questions , and constantly makes mistakes so they can over charge the client!

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    11 years ago

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    Law Office of Sun J Chung

    Law Office of Sun J Chung

    (38 reviews)

    Downtown

    I can't recommend the Law Office of Sun J. Chung enough! From the very first call, Sun was not only…read moreincredibly knowledgeable but also genuinely friendly and approachable--qualities that are so important when you're dealing with something as stressful as taxes. Her deep understanding of tax laws gave me total confidence that I was in the best hands. The results spoke for themselves. The entire process was handled with such attention to detail that I didn't have to worry about a single thing.What really stood out was how available and responsive she was. No waiting for days to get answers. She explained things in a way that made sense, without any jargon. If you're looking for a tax professional who's highly skilled, approachable, and genuinely committed, she's an excellent choice. I'm so glad I found Sun.

    Sun is simply the best tax attorney I've encountered. I always file my own tax returns and know how…read moreto do it, but once, when we faced a very challenging tax situation, she not only provided exceptional expertise in tax law but also explained everything in plain language we could actually understand. Beyond her technical skills, Sun is compassionate, patient, understanding, and quick to respond--qualities that made a stressful situation manageable. Her services are also very reasonably priced. Don't take my word for it -- call her once -- it is free -- and you'll understand why I have such a high regard for her. You will then come back and post here. I'm sure :)

    Law Offices of Connie Yi - Outside

    Law Offices of Connie Yi

    (73 reviews)

    Our trust & estate lawyer retired and we had been looking for another T&E attorney. Luckily, one of…read moreour friends directed us to Connie. We reached out to Connie (I think we called her or submitted a request via her website ) and she responded promptly (she is busy so the initial Zoom meeting may take a couple of weeks). In any event, in all our interactions, Connie was responsive, practical, knowledgeable, efficient and just a lovely person (funny too). I should mention that my spouse and I had a short time frame to revise our revocable family trust (along with wills, advanced directives, and power of attorney) and Connie understood and met our time constraints. One night she sent a draft of the revised trust at 1:30 in the morning. If we reached out to her at 9 in the morning, she'd respond promptly as well (within a couple of hours if that). Connie also understood our questions/concerns and provided clear and concise responses (whether via Zoom or by email). We really appreciated Connie's thoughtfulness, diligence, and assistance. I have recommended Connie to our friends. Btw, Connie's fee structure is very reasonable for the services provided. She is also forthright and, if you ask her, she will just tell you, this is what my services will cost. I do feel the need to rebut the one bad review (JW's review). What a strange review. Why would you want an attorney to provide services in an area in which they lack expertise? To me, JW's review is evidence of Connie's honesty and, quite frankly, JW should be thanking Connie for being ethical (vs some charlatan that responds with pay me and I'll give you advice in an area I know nothing about). As an attorney, the law is complex. You do not want someone to give you advice in area in which they lack expertise (sort of like, you would not want an ophthalmologist to conduct your heart surgery--just saying). Anyhow, an example of Connie's expertise: I go, hey Connie, why did you include this language, seems to limit protection against a wayward trustee who, in theory, could steal the assets of the trust (she gave a precise and clear answer). I do actively dislike critical reviews that are baseless. My personal experience with Connie was excellent. My spouse thought so too.

    Connie is well versed in estate planning and helped us to update our old trust. She is straight to…read morethe point educating us on the complex language used in estate planning documents. Her fee structure is reasonable and she quickly gets the job done. She replies quickly to our emails and offers a free consultation to boot. Everything can be done remotely via zoom meetings and the only time we needed to go into the office was to sign the final documents. Connie is trusted and recommended!

    WealthPLAN, PC - Principal, John F. Doyle, Esq.

    WealthPLAN, PC

    (2 reviews)

    Downtown

    I called regarding a Trust. I have Met Life Legal Plan through my Tech Company - it took many…read morecalled over 2-weeks to get a straight answer. First, they said the Trust is not covered, called my plan, and it is. It took a week to know that it's not covered to do a Trust that I would benefit from (my parents). Appears to be a professional firm, but to get a straight answer was a long, drawn-out process. My sister is looking for a firm to have on retainer to represent her Corporation; she was waiting to see how they responded to me before contacting them. I DO NOT recommend this firm as it takes so long to get an answer. I had to call them many times; they did not call back. It should have taken less than half-day for a reply back/answer, but it took 2-weeks. Incompetence that can't be blamed on Covid. Attorneys and Firms are a dime a dozen. This firm has failed the test - don't waste your time; go elsewhere.

    I've worked with WealthPLAN and am very satisfied with their services. My parents referred me to…read morethe firm. They used WealthPLAN for estate planning and to setup their Trust and wills. Over the years my parents had changes and amended the Trust a number of times. They knew the firm and spoke highly of them. My wife and I setup our Trust in 2010 and found the process to be straightforward. They advised us on the details of estate planning as it impacted our specific needs. Over the years I had need to contact them with questions. They always take the call or return it quickly. The principles and staff are pleasant, knowledgeable, and professional.

    Carter Dougherty & McGuire - estateplanning - Updated June 2026

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