Overall Rating
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5.0 /5.0

210 Client Reviews

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Showing 121 - 125 of 131 reviews | 5 stars

Posted by anonymous | December 13, 2012

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

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...s 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.

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 anonymous | February 09, 2012

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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