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Richard Michael Morgan
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Richard Morgan’s client reviews

     5.0 stars 27 total

Review Richard Morgan
  • 5.0 stars

    Posted by Carl

    Outstanding advisor

    We hired Richard to redo our respective wills and also set up trusts commensurate with our financial status and desire for long-term estate planning beyond our generation. First, Richard is very thorough in not only making certain recommendations based on his initial assessment of your situation, but is also comprehensive in explaining the what if scenarios and the intent of certain permutations of the law that govern this domain. Ultimately, I found Richard to be engaging, professional, super-knowledgeable and efficient in providing us with his services. I would recommend him to anyone at anytime.

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  • 5.0 stars

    Posted by Roshni

    Estate planning

    Richard is a very talented Lawyer with lot's of knowledge. He was very patient, professional and took care of all our needs. I would definitely recommend him to our family and friends.

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  • 5.0 stars

    Posted by Ken

    Educate First

    Richard and his staff were very through in describing various options available and then delivered the will and related documents that we asked for. A very pleasant group to work with.

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  • 5.0 stars

    Posted by Larry

    Excellent Family Estate Planning Attorney

    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.

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  • 5.0 stars

    Posted by Heather

    Richard Morgan - Excellence in Service

    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.

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  • 5.0 stars

    Posted by Brett

    Excellent trusts, estates, wealth planning attorney

    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.

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  • 5.0 stars

    Posted by Janet

    Great Experience

    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.

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  • 5.0 stars

    Posted by a Estate Planning client

    Retired Individual

    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.

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  • 5.0 stars

    Posted by a Estate Planning client

    Richard Morgan is topnotch...

    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
    knowledgeable.

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  • 5.0 stars

    Posted by a Estate Planning client

    Estate Planning is Not Easy

    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.

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