Overall Rating
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5.0 /5.0

210 Client Reviews

Avvo

5.0

(132)

Lawyers.com

5.0

(78 )

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Practice Areas
Estate Planning (110) Wills & Living Wills (45) Trusts (40) Power Of Attorney (9) Tax (8) Probate (3) Real Estate (2) Business (1)
What Clients Mention
Practice Area Knowledge (82) Communication Style (47) Professionalism (41) Recommendation (39) General Knowledge (35) Case Results (26) Character & Conduct (19) Staff & Support (19) Responsiveness (18) Trustworthiness (9) Advocacy (8) Cost of Services (6) Compassion (4) Free Consultations (2) Payment Plans (1) Punctuality (1)

Showing 6 - 8 of 8 reviews | Tax

Posted by Hassan Rifaat | August 17, 2018 | Hired Attorney

Great Attorney

We hired Richard and his team to do our Estate and Trust work. Here are the key highlights: We phone screened 10 firms that were recommended or had great reviews online. We then interviews 3 in person. We selected Richard because he was knowledgeable, passionate, responsive, and had a very well or...ganized office manager. Richard’s price was about 25-50% higher than the other firms we interviewed but we clearly saw the expertise and personal customization he offered to make the documents do what we wanted. We are frugal people but we saw a huge difference in his strategies and approach. He exceeded our expectations in every way and was well worth the fee he charged. Specifically, he gave us unlimited time and patiently explained his process and thinking in terms we could understand, answered long emails with complete and detailed responses, made sure he was clear on our intent, helped us vet corporate trustees, and coached us through several difficult decisions about our family. Richard and his partner Lorraine have deep subject mater expertise that I am sure will save our family millions of dollars in taxes. He gave us real confidence about our estate plan. We will continue to work with Richard as our family grows. Great lawyer. Great team. Great service. Great work. Great value.

Richard Morgan

Replied last August 17, 2018

Thank you! It was a pleasure working with you!

Posted by Larry | December 29, 2014

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 significa...ntly 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.

Posted by Jim | July 30, 2013

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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