Overall Rating
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5.0 /5.0

205 Client Reviews

Avvo

5.0

(130)

Lawyers.com

5.0

(75 )

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Practice Areas
Estate Planning (109) Wills & Living Wills (45) Trusts (39) 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 1 - 5 of 8 reviews | Tax

Posted by Vinod | January 30, 2023 | Hired Attorney

Superb Estate and Tax Planning Attorney

We worked with Richard Morgan on our Estate and Tax planning.Richard and his staff are very professional and friendly in every way. We were very impressed with Richard's knowledge and expertise in these areas.He takes his time in explaining each options very thoroughly with no time constraints.

Richard Morgan

Replied last January 31, 2023

Thank you so much for your kind words!

Posted by Bill and Connie | August 17, 2021 | Hired Attorney

Provides the Guidance We Need

For almost 20 years we have used Morgan & DiSalvo for all of our estate planning needs. Richard has been our guide to navigate through the complicated options providing thorough explanations to allow us to make good and informed choices. Richard has extensive knowledge on current (and past) tax law... and every estate planning tool available. We are grateful to him for helping manage our estate by creating custom, thorough documents that meet our needs - especially from a tax perspective.

Richard Morgan

Replied last August 17, 2021

Thank you so much for your kind words!

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.

Posted by Jim | April 22, 2019 | Hired Attorney

Excellent resource for estate planning

Best trait is that he is extremely thorough with estate planning. He asks many questions so he can craft the plan to your needs. Something I appreciated is his knowledge of tax implications for specific scenarios dealing with trusts, retirement funds, and other investments. So, if creating a trust..., understand that the process is not a one-size-fits-all solution and won't be completed in a day or two. It requires some patience since it takes time to create the estate plan properly which I believe Mr. Morgan does to the best of his ability.

Richard Morgan

Replied last April 22, 2019

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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