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Michael Myer & Assoc

6935 Wisconsin Ave Ste 206
Chevy Chase, MD 20815 301-907-8166

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Kind, professional and quick to answer questions. - Oct 05, 2018

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Liptz Roberts & Marquez

5530 Wisconsin Ave Ste 1100
Chevy Chase, MD 20815 301-657-2900

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The billing department is incompetent. The first year we used the firm, they... - Sep 20, 2018

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H & R Block Tax Service

6831 Wisconsin Ave # 103
Chevy Chase, MD 20815 240-497-0182

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Service was adequate. Neither superior nor interior. - May 18, 2020

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Beverly Potter and Associates

5550 Friendship Blvd
Chevy Chase, MD 20815 240-497-1255

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Have used Beverly and Ken for years. They are excellent - Oct 20, 2016

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H & R Block Tax Service

5530 Wisconsin Ave #100
Chevy Chase, MD 20815 301-907-8154

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The H&R Block preparer failed to include the 1099 for required annual distribution... - Sep 02, 2014

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David C Metzler

8401 Connecticut Ave
Chevy Chase, MD 20815 301-657-1775

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No raters have left a written comment.

John J Angevine

5454 Wisconsin Ave # 1015
Chevy Chase, MD 20815 301-657-3226

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No raters have left a written comment.

Judi Herishen

5329 Baltimore Ave
Chevy Chase, MD 20815 301-652-1277

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Judi is proactive with our tax issues and changes. - Aug 19, 2014

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Lindstrom & Associates

2 Wisconsin Cir
Chevy Chase, MD 20815 301-961-1561

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Current address is Bethesda Metro Center. - Sep 20, 2018

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Judi Herishen

3605 Dunlop St
Chevy Chase, MD 20815 301-652-2450

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No raters have left a written comment.

W Richard Mancuso

8808 Altimont Ln
Chevy Chase, MD 20815 301-656-7009

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We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.