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Helping individuals and families preserve and control their wealth since 1995. We provide our clients with customized advice based on their actual needs, goals, and desires.
Richard helped my wife and i navigate the difficulties of writing our wills. He explained many different legal terms in a way the we could understand to make good decisions. I would highly recommend Richard if you need an attorney that has your best interests in mind
I wanted to take a moment to describe what a fantastic job Loraine DiSalvo and her team did while helping us to work through our sister’s estate after she passed away unexpectedly. As you can imagine this was a stressful and sad time for our family and Loraine’s balance of compassion and pragmatism helped us immensely. Loraine responded promptly to requests for information with practical recommendations and options for how to move forward with decisions. In addition, Loraine’s partner provided valuable advice regarding how to wrap up outstanding issues with the estate such as a vehicle that my sister had leased. It is worth mentioning that between state and federal government filings this process has taken several years to bring to a close and Loraine has been there consistently throughout. It is hard to imagine a more supportive, helpful, and knowledgeable advocate than Loraine DiSalvo and I highly recommend her for your legal needs.
I'm an attorney who refers others to Loraine DiSalvo for estate planning related matters when needed, including my own family members, because I have high confidence and trust in her work. That's a 10 star compliment.
Richard was my financial advisor's recommendation. He discussed the differences between the Living Will and Revocable and irrevocable Trust options with my wife and me over a Zoom call. Richard advised about the benefits and maintenance of each type. 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 documentation took about six months. I paid half upfront and half after completion. Richard's team connected me through this period and shared the drafts. Over Zoom, another beneficial session lasted over two hours, providing further clarity. I have become familiar with what otherwise looks like a legal pile of papers. Subsequently, we visited his office, friendly staff, and witnesses to sign the document. I now have peace of mind, a very effective Trust, and a digital backup with Richard.
Richard and his staff made the process of estate planning less stressful for us and easier to understand. He took the time to patiently answer all of our questions, was professional, knowledgeable and organized. We would highly recommend him and his firm.
Richard Morgan recently revised our estate plan and did an outstanding job helping us navigate the complexities of our family situation and designing the right plan for our needs. I have limited estate planning knowledge and he explained some completed matters in a very easy to understand way. I highly recommend his services.
Thank you to Richard Morgan for the outstanding service and for making the process of a Trust and Will so efficient. We really appreciate you for going the extra mile with everything. We know that we can trust you!
Richard Morgan was recommended by my former attorney. I just moved to Georgia from Florida and needed an estate attorney. Morgan and DiSalvo law firm was recommended. Best choice ever. Richard and his team are great, professional and very knowledgeable. Thanks so much.
I would highly recommend Morgan & Disalvo Law firm. Richard, Loraine, and their staff are excellent. It was a pleasure working with Richard on our estate planning. Extremely knowledgeable and they made the process enjoyable. They made sure we understood all the legal information in our estate plan. A+
I must say, working with Richard Morgan and his staff was a nice surprise. Richard was very knowledgeable about estate planning laws and processes. He was very patient, taking the time to walk us through the different aspects of reviewing and updating our existing trusts, wills and POA documents. He and the staff were very responsive to our questions as they came up even after our initial meeting. I would highly recommend the Morgan and DiSalvo, P. C. company for estate planning services.
5755 North Point Pkwy., Ste. 17Alpharetta, GA 30022-1143U.S.A.
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