Overall Rating
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5.0 /5.0

205 Client Reviews

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Showing 76 - 80 of 82 reviews | Practice Area Knowledge

Posted by Dennis | July 29, 2012

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.

Posted by anonymous | April 23, 2012

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 high...ly recommend him.

Posted by Bruce | December 27, 2011

Review Richard Morgan

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.

Posted by anonymous | December 04, 2011

Knowledgeable and Professional

Richard identified a need for a special needs trust of which we were not aware. His knowledge and professionalism are tops.

Posted by Ken | July 13, 2011

Superb lawyer for all estate planning needs

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 upo...n her death. Everything he recommended turned out to be the right course of action.

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