Based on 24 reviews
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Our family is very pleased with the job Richard Morgan has done for our complex estate planning. With most of our family assets consisting of complicated real estate holdings, and insurance policies, Mr. Morgan was able to put together an estate plan to keep the wealth within the family and significantly reduce or eliminate estate taxes which is what our goal is. Mr. Morgan has been a trusted adviser to our family for over 15 years, and when the need has arisen that required experience and expertise outside of his services, he has not hesitated to recommend someone to us, as well as follow up to make sure everything was done as required. I would have no hesitation recommending Mr. Morgan to other families.
Richard Morgan assisted me with Estate Planning & Wills. Richard Morgan is clearly a knowledgeable and skilled lawyer. He patiently listened and answered all my questions and educated me on finer points of the process of completing my will. Richard Morgan is professional, courteous, personable and an adept conversationalist which made me feel fully comfortable and confident in him and in the work product he delivered. I highly recommend Richard Morgan and will look forward to working with him again when any need arises.
My wife and I needed new comprehensive estate plans and met with Richard. He is extremely knowledgeable and completely engaged in the process. He is also a terrific educator in what can be a confusing and complex area of law. Richard and his team spent considerable time with us, presenting multiple options and helping us to think through various scenarios, all without ever rushing us to a decision or steering us any particular way. There are a lot of very good lawyers out there, but very few who also combine technical skill with a clear client service orientation and commitment. Highly recommended.
After a divorce, I met with Mr. Morgan to establish Power of Attorney and Advance Health Care Directive. He spent a lengthy amount of time on the initial visit to educate me on the different facets of estate planning. He never charged for this service. Mr. Morgan and his staff were very professional and organized. I highly recommend Mr. Morgan for your estate planning needs.
Richard and his staff are very thorough in their recommendations and preparation of my estate plan. I own real estate in two states and Richard was able to manage the transfer of the deed to my out of state property. If you have a large or complex estate, I would highly recommend Richard.
I highly recommend Richard Morgan. He is a topnotch attorney who I've worked with on estate
planning and will preparation for almost 20 years. He is ethical. compassionate and extremely
While not easy to plan for your own last days and eventual death we were immediately put at ease. Richard, Lorraine and Diane did an excellent job of explaining what we needed to consider and how to understand what their recommendations were for our own future, as well as what the situation would be after our deaths. All our concerns were addressed and considered when making our individual plans. We highly recommend them.
I have been a client of Morgan & DiSalvo for 15+ years, and during that time had my will initially prepared and then updated. Both times, Richard and his staff have been extremely helpful and accommodating. They did not rush through the process, and were very responsive to any questions or concerns I had. I have referred others to them in the past, and will continue to do so.
I am a retired SVP from a major financial institution. My relationship with Richard Morgan began 3 years ago when he spearheaded a change in a family Trust to another institution. This is quite an involved and complicated process which included multiple touch points which he negotiated with these. Richard facilitated this process with each Trust department, their attorneys and the court system with extraordinary professionalism with the optimum results. As a result of this experience I retain his services to execute 3 additional family trusts with similar results. Richard is an astute attorney exhibiting the highest degree of knowledge and professionalism as I have worked with in my 40 years in the business community. You simply tell him the results you need and he makes the process nearly seamless. I can only give him the highest of recommendations.
Richard is very passionate and skilled in Estate Planning and took the time necessary to help my wife and I establish the plan and documents to protect our assets. He was very responsive in follow-up questions concerning proper title of assets.