Overall Rating
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5.0 /5.0

205 Client Reviews

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Showing 31 - 35 of 35 reviews | General Knowledge

Posted by Janet | September 14, 2014

Great Experience

After a divorce, I met with Mr. Morgan to establish Power of Attorney and Advance Health Care Directive. He spent a lengthy amount of time on the initial visit to educate me on the different facets of estate planning. He never charged for this service. Mr. Morgan and his staff were very professio...nal and organized. I highly recommend Mr. Morgan for your estate planning needs.

Posted by anonymous | June 08, 2014

Estate Planning is Not Easy

While not easy to plan for your own last days and eventual death we were immediately put at ease. Richard, Lorraine and Diane did an excellent job of explaining what we needed to consider and how to understand what their recommendations were for our own future, as well as what the situation would be ...after our deaths. All our concerns were addressed and considered when making our individual plans. We highly recommend them.

Posted by Kathy | May 31, 2013

Estate Planning and Will Preparation

Richard Morgan had the difficult task of walking my husband and I through what was essentially "Estate Planning 101". He effectively communicated and provided us with the knowledge and information we needed to understand estate planning concepts/rationale, and provided the guidance we needed to help... us make the choices that best suited our current needs, while allowing flexibility for any future changes.

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 13, 2011

Review of Estate Planning

We highly recomment Richard Morgan regarding Estate Planning which was our purpose for scheduling an appointment with him. We found him very knowledgeable, well read, patient, and understanding, regarding any questions concerning our future planning. We also fell free to contact him regarding a...ny questions which might arise.

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