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Richard Michael Morgan
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Richard Morgan’s Client Reviews

     5.0 stars 26 total

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  • 5.0 stars

    Posted by Dillard

    An excellent experience

    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.

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  • 5.0 stars

    Posted by a Estate Planning client

    Estate Planning

    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.

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  • 5.0 stars

    Posted by Jim

    Morgan & DiSalvo Review

    Richard and his firm were very skilled and precise in assisting my wife and I with all the the new implications of the recently passed tax act.

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  • 5.0 stars

    Posted by Kathy

    Estate Planning and Will Preparation

    Richard Morgan had the difficult task of walking my husband and I through what was essentially "Estate Planning 101". He effectively communicated and provided us with the knowledge and information we needed to understand estate planning concepts/rationale, and provided the guidance we needed to help us make the choices that best suited our current needs, while allowing flexibility for any future changes.

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  • 5.0 stars

    Posted by Shirley

    Your loss if you don't choose Richard Morgan

    Richard has helped our family through many difficult decisions and mounds of paperwork as if we were a part of his own family. Truly, we consider him a part of ours. His knowledge and attention to detail is vast, yet he makes you feel completely comfortable with any concerns that you have. He is unassuming, kind and is well versed in handling difficult situations with professionalism and honesty. He is a wealth of solutions when all you can see are problems.

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  • 5.0 stars

    Posted by a Estate Planning client

    an excellent choice of estate and wills

    as a non-lawyer, estate planning and wills are, simply put, confusing. Richard and Loraine did an excellent job of explaining, laying out the options, working with our schedules, and re-explaining the options.

    pricey -- well, I'll say not "price conscious", but I would do it with them again

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  • 5.0 stars

    Posted by Catherine

    Excellent Strategy and Results

    I work as an Insurance Broker and have referred my clients to for Richard for 15 years. I met him while working with clients that needed an expert with Special Needs trusts. As a referring professional with my clients requests, I was included in the planning process for them, and understood; He is extremely smart, creative and always informed of changes and all aspects of Estate Planning needs. He communicates with empathy and gives the client the ability to understand all ramifications of what is a very complex area of law. About 5 years ago I realized that I needed serious estate planning documents and not just a will. I worked with Richard to advise and complete my Estate Plans, (when my father passed there were a lot of problems with the attorney's grasp of law and problems from that). Richard worked hard, really thought about me, not just the law and came up with solutions to my estate due to the varied nature of my estate; and the fact that I own a business as the sole shareholder. Not at any time, did I feel like my questions to him were silly, or insignificant. He answered each question, taking the time to understand and propose a solution. I have told my clients this especially in regards to family and estates: It's not the document only the attorney provides that's important, (a lot of docs are downloaded these days) it is the defense of the document if the document is ever challenged. That is most most valuable service an attorney provides.

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  • 5.0 stars

    Posted by Dennis

    Estate Planning Process

    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.

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  • 5.0 stars

    Posted by a Estate Planning client

    Estate Planning, Trusts and Will Preparation

    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.

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  • 5.0 stars

    Posted by a client

    Richard Morgan=Excellent

    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.

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