Overall Rating
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5.0 /5.0

210 Client Reviews

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Showing 26 - 30 of 40 reviews | Trusts

Posted by Jyotsna | February 05, 2019 | Hired Attorney

Experience

I hired Richard to help us with Will as well as estate planning. Even though I have a complex situation with both normal and special need child, Richard made it very easy to understand and guided me the best way to create both family and special need trusts. They have even considered the need for e...xpedited draft given my adventurous travel plans and completed on time. I strongly recommend Richard.

Richard Morgan

Replied last February 05, 2019

Thank you! It was a pleasure working with you!

Posted by James | December 11, 2018 | Hired Attorney

Estate Plan

Richard Morgan evaluated our estate situation with our specific needs in mind. He reviewed our previous estate documents and focused on our priorities. He is quite knowledgeable and current with regard to estate law and has invested a great deal of time and effort to build a web site that is educat...ional for the consumer. His communication is clear, direct and effective. His staff is courteous and friendly. He updated and amended living revocable trusts for our family and created wills, powers of attorney and healthcare directives. He made the process straightforward and was able to communicate his strategy in ways that were quite understandable to the average layperson. We felt that we were in excellent hands throughout the process. Our advice: Do your homework before selecting a good estate attorney, as we did. We highly recommend Richard Morgan.

Richard Morgan

Replied last December 11, 2018

Thank you! It was a pleasure working with you!

Posted by Elaine Bare | August 20, 2018 | Hired Attorney

Testimonial

Richard M. Morgan has been a wonderful blessing to me! With the need to get a trust set up so there will be no reason for dispute after I pass out of this life, I retained Richard as my attorney. Brilliant in taking care of loopholes and providing answers to all questions of the law! Richard is h...onest, which means a lot when you are dealing with someone who is directing you with your finances. The best thing I appreciate about my experience is that Richard took the time to listen to me and transfer that into a perfect Trust!

Richard Morgan

Replied last August 20, 2018

“Thank you! It was a pleasure working with you!”

Posted by Carl | August 17, 2018

Outstanding advisor

We hired Richard to redo our respective wills and also set up trusts commensurate with our financial status and desire for long-term estate planning beyond our generation. First, Richard is very thorough in not only making certain recommendations based on his initial assessment of your situation, bu...t is also comprehensive in explaining the what if scenarios and the intent of certain permutations of the law that govern this domain. Ultimately, I found Richard to be engaging, professional, super-knowledgeable and efficient in providing us with his services. I would recommend him to anyone at anytime.

Richard Morgan

Replied last August 17, 2018

Thank you! It was a pleasure working with you!

Posted by Dave | August 17, 2018 | Hired Attorney

THE PERFECT ATTORNEY

It is such a pleasure to recommend Richard Morgan as an outstanding attorney. We've used a number of attorneys over the past years, but by far, Richard is the finest, most knowledgeable and thorough attorney we have ever used. From the first moment you meet him, there will be no doubt that he ...is the perfect attorney to handle your needs involving wills, trusts, and estate planning. As a bonus, Richard is also a tax attorney, making estate plans extremely tax efficient. You need to look no further than Richard Morgan.

Richard Morgan

Replied last August 17, 2018

Thank you! It was a pleasure working with you!

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