Overall Rating
This is an aggregated review score of Avvo and Lawyers.com reviews.

5.0 /5.0

210 Client Reviews

Avvo

5.0

(132)

Lawyers.com

5.0

(78 )

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5 stars 131 4 stars 1
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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 16 - 20 of 40 reviews | Trusts

Posted by Glo | June 09, 2021 | Hired Attorney

Estate Planning

My husband and I were very pleased and impressed with the way Richard Morgan handled our Estate Planning process. He and his office staff were very professional every step of the way. Richard carefully explained our documents which included wills, trusts and other necessary paperwork needed to insu...re that our estates were in the proper order. He listened intently to our questions and clearly explained his answers in a way that we could understand. At no time did we feel hurried or rushed. We highly recommend Richard as the attorney to handle your estate needs.

Richard Morgan

Replied last June 09, 2021

Thank you so much for your kind words!

Posted by Steve | June 09, 2021 | Hired Attorney

Morgan & DiSalvo, P.C.

When my wife and I decided to update our wills Morgan & DiSalvo was one of the firms recommended to us by our financial advisor. Our estate planning evolved making sure each of our grown children would receive their portion of our estate based upon their individual needs at various a times in their ...lives and also provide for our grandchildren at the appropriate time. We discovered that the best way to do this is via revocable living trusts and the other documentation involved to protect us now and our descendants after our passing. Richard Morgan was able to walk us through the process and was very patient with our questions and recognized our needs as a trusted advisor. I highly recommend Morgan & DiSalvo, P.C.

Richard Morgan

Replied last June 09, 2021

Thank you so much for your kind words!

Posted by anonymous | June 09, 2021 | Hired Attorney

Awesome estate planning

Richard Morgan provided the expertise we were looking for. He explained all the pros and cons with many options for us. We were looking for a firm that could craft a special needs trust for my son. He also created a special trust for my daughter to protect her business. We were 200% satisfied with th...e documents of our estate trusts they designed for us. I highly recommend this firm.

Richard Morgan

Replied last June 09, 2021

Thank you so much for your kind words!

Posted by Judy | June 18, 2020 | Hired Attorney

Estate Plan

Richard Morgan and his entire staff exceeded my expectations by carefully listening and structuring my Trust, Will, POA, and Health Care documents to reflect my wishes. Richard patiently explained in layman’s terms the purpose of each document and the actions I must take to achieve and secure those... goals. Richard’s entire staff is exceptional, are very responsive and always available. Thank you for giving me great peace of mind.

Richard Morgan

Replied last June 18, 2020

Thank you so much for your kind words! It was a pleasure working with you on these important estate planning matters

Posted by Christopher | March 10, 2020 | Hired Attorney

Georgia Estate planning for a California refugee

My wife and I moved from California to Georgia in 2017. We knew we needed to update our estate plans and wills to reflect this move, but had no idea as to the complexity the changes would entail. Richard Morgan in our initial consultation explained how moving from the community property state of Ca...lifornia with our Family trust was not applicable to the state of Georgia and that we would need to have it changed. At the same time, changes to retirement laws created by Congress through the Secure Act of December2019 needed to be reflected in the estate planning and wills that were being created. Now that we have signed and executed our wills and estate documents, we can state that the law firm of Morgan and DiSalvo are: 1. Thorough and knowledgeable about all of the aspects that go into creating a proper estate plan including understanding of tax considerations, special situations such as how to protect children with limitations or special needs, and in finding both practical as well as legal solutions to problems. 2. Constantly working to keep themselves up to date and knowledgeable about changes to retirement law from the federal and the state level. And reflecting those changes into the estate plans and wills that they create for their clients. 3. Most importantly, they bring a willingness to listen to the client and to try to incorporate wishes and ideas of the client into the estate plans. This is a not a one size fits all law practice. The final documents may start on a word processor but they are studiously altered to fit the client while maintaining the legal defenses that the entire process is designed to accomplish.

Richard Morgan

Replied last March 10, 2020

Thank you so much for your kind words! It was a pleasure working with you on these important estate planning matters.

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