Overall Rating
This is an aggregated review score of Avvo and Lawyers.com reviews.
This is an aggregated review score of Avvo and Lawyers.com reviews.
5.0 /5.0
210 Client Reviews
Showing 6 - 8 of 8 reviews | Advocacy
Posted by anonymous | September 25, 2013
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.
Posted by Catherine | September 27, 2012
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 i...
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.