Based on 19 reviews
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Richard Morgan lives up to the "passionate estate planning" claim. When spending time with us, he concentrated on the substantial issues and our questions. His explanations were evidence of extensive experience with other clients. Documentation was complete, fully organized and extensive--offered to us electronically or hardcopy. He made our estate planning process relatively painless.
Richard helped us with estate planning, setting up trusts and will preparation. He took a complex situation for planning purposes (due to our citizenship and location of assets) and determined which options best suited our needs. He was professional, very knowledgeable and efficient. We would highly recommend him.
Very responsive and professional. He is a fantastic attorney for anything regarding Estate Planning and Business Succession planning. I'm sure there is more but that is what he helped us with.
Richard was recommended by our money manager who had vetted many of his peers.
We are very pleased with the results. Richard did a very thorough job. he understood our objectives and set up trusts to ensure our wishes are carried out.
Richard identified a need for a special needs trust of which we were not aware. His knowledge and professionalism are tops.
We hired Richard to help my mother with her end-of-life needs and all of her estate planning. First, he was easy to work with and my mother loved his approach and manner. And since my mother died, thanks to Richard, his guidance and ideas made the execution of her will and estate go very smoothly upon her death. Everything he recommended turned out to be the right course of action.
Richard knows the high level as well as the technical details of estate planning extremely well. We needed to update our special needs trust as well as add generational skipping into our plans. Richard intimate understanding of the laws and rules gives us high confidence in the documents we now have in place. My wife and I highly recommend Richard.
We engaged Richard Morgan to help us with our wills and estate planning. We found him to very knowledgable, through and extremely helpful.Dan
We highly recomment Richard Morgan regarding Estate Planning
which was our purpose for scheduling an appointment with him. We
found him very knowledgeable, well read, patient, and understanding,
regarding any questions concerning our future planning. We also fell
free to contact him regarding any questions which might arise.