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5.0 /5.0

205 Client Reviews

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Showing 1 - 5 of 39 reviews | Trusts

Posted by JOYCE | January 20, 2026 | Hired Attorney

Knowledgeable, Professional, Efficient. What more could you want.

Richard Morgan helped us in the creation of a Trust. He walked us through pros and cons of a Trust vs Will and allowed us to consider each detail and asks questions along the way. He combined extensive and up to date legal knowledge with professionalism and efficiency. He distilled down a complex ...process into concrete steps and made it efficient. We are confident in our decisions and highly recommend Richard Morgan for anyone interested in Estate Planning.

Richard Morgan

Replied last January 21, 2026

It was a pleasure working with you, and thank you so much for your kind words!

Posted by Martha | June 02, 2025 | Hired Attorney

Very Impressed

We wanted to tell everybody how happy we were with Richard Morgan of Morgan and DiSalvo. We went to see him about setting up a revocable living trust, and updating our wills, power of attorney and health care directives. Before the initial consultation we had with him, we had read a highly recomm...ended book about estate planning. We had about twenty questions for Richard. He knew the answers to every one of them right off the top of his head. We thought, oh wow, this guy is amazing! He was patient too and spent quite a bit of time with us. Another thing we liked was, we wanted to customize the trust to better identify the specific needs of our family. He legally incorporated ever single one of them into the trust itself. A third thing we liked is Richard saved us from ourselves. We thought our estate planning ideas were sound from advice provided in the book. Richard pointed out several problems with our strategies that would have come back to haunt us. He won’t let you screw up! Fourth, he impressed upon us the importance of funding the trust now. The way we understand it, the trust doesn’t take effect until it’s funded. Richard provided specific instructions on how to do that, both in writing and in conversations with us. Finally, we were just as impressed with Richard’s staff as we were with him. They’re highly organized and anticipate your every need. There’s no better group of knowledgeable, polished professionals than the folks at Morgan & DeSalvo. We have recommended them to our friends already.

Richard Morgan

Replied last June 02, 2025

It was a pleasure working with you, and Wow, thank you so much for your kind words!

Posted by Kent | October 14, 2024 | Hired Attorney

Prompt and Professional

Richard Morgan and team provided timely and professional service. Richard listened and asked lots of questions to ensure we received advice and made decisions that fit our needs. He took time to explain how things worked. In our case, we selected Revocable Living Trusts for our estate plans. Richa...rd and team delivered high quality documents on the initial drafting. The document reviews and execution were efficient, and the executed documents were delivered to us timely in electronic files and professionally organized and bound hardcopy. I highly recommend Morgan & DiSalvo

Richard Morgan

Replied last February 02, 2025

It was a pleasure working with you, and thank you for your very kind comments!

Posted by David | July 08, 2024 | Hired Attorney

Richard Makes Sure Our Family is Prepared for the Future

Richard Morgan has been our ‘go to’ person for changes to our trusts, wills and related documents since 2017. Richard takes the time to listen and understand our changing family dynamics and the need to protect our assets. It’s also important that we make sure that our adult children will have some...one to work with when we are no longer able to do so. Richard also has significant involvement in the Georgia state trust law changes. He did a great job understanding our needs and updating our documents to work best with Georgia statute changes that have occurred since our last update. Richard’s staff is extremely helpful and wonderfully responsive. They took care of our needs along the way and were always there to answer our questions. We highly recommend Morgan & DiSalvo, P.C. to help you plan for your future!

Richard Morgan

Replied last July 08, 2024

Thank you so much for your kind words!

Posted by Vivek | April 08, 2024 | Hired Attorney

Revocable Trust and Living Will

I reached out to Richard, my financial advisor's recommendation. Richard promptly scheduled an appointment with me and my wife and explained the details about Revocable Trust. He also described the differences between other options, such as Living Will and Irrevocable Trust. All of this was done ove...r a Zoom call from the comfort of my home. He reviewed my expectations and provided specific advice about the type of Trust, the benefits, and maintenance. He meticulously had me and my wife listed all our financial assets and real estate. Ideas like planning the percentage of benefits passed on to my children and the age schedule were constructive in putting together a thorough plan. The elapsed time to complete the documentation was about six months. I paid half upfront and half after completion. Richard’s team connected me through this period and shared the drafts. He set up another Zoom call to educate me on the prepared draft. This beneficial session lasted over two hours, during which Richard answered every question my wife and I were seeking clarity on. I have become familiar with what otherwise looks like a legal pile of papers. Once I signaled my clarity and understanding, Richard’s team scheduled my wife and me for an in-person visit to his office to sign the documents before the witness. It is a friendly office with a supportive staff; the signing process was about an hour. I now have peace of mind that I've got a Revocable Trust, a digital copy of it, and a Living Will; all my life's efforts are covered, and I can have my family continue to build on my efforts further. He is also available to answer any follow-up questions or processes.

Richard Morgan

Replied last April 09, 2024

Thank you so much for leaving us a review! We enjoyed working with you!

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