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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 was excellent at explaining to set up my Estate Planing. He was very through and took times so I made sure to understand what he was said. Their job was was phenomenal and fast so I was very impressed. Of course his team was nice and perfect. I will definitely recommend him. Thanks
A few years ago, upon the recommendation of our CFP, we hired this lawyer for estate planning services. The lawyer is very familiar with and knowledgeable about Georgia state laws regarding estate planning and did a wonderful job in drawing up our estate planning documents. Recently we again hired this lawyer to perform an update of our current documents. Once again the service was excellent and the entire process and attention to detail was exceptional.
Loraine is very knowledgable in Estate Planning and guided us through the updating of our Wills, Advance Health Directives and Power of Attorney's. She not only listens well but educates along the way. Loraine and her professional staff made the entire process go smoothly.
Richard and his associates are extremely professional and responsive. Every step of their process is communicated up front and they are always eager to answer any questions. Highly recommend if looking for an Estate Planning Attorney.
Excellent attorney to work with for our Wills. Very knowledgeable and explained everything thoroughly and all our questions were answered. Made a difficult task much easier. Found him through reviews!
We worked with Richard and his firm to update our Wills, Powers of Attorney, Advance Directives for Health Care, and created separate Revocable Living Trusts. Richard's experience and knowledge proved invaluable in assisting us and providing us with what we needed. We would highly recommend him.
Lorraine answered all of our questions regarding our will, which was rather intense. She was detailed and explained things in a way that could be understood.
Richard is an excellent attorney and was very helpful to me and my family in estate planning. He was very patient and explained complicated situations in easily understood manner. I would have no hesitation in recommending Richard to anyone seeking legal services regarding estate planning.
After my husband’s death, I needed to update my will, POAs, establish a trust, etc. to get all my legal affairs in order. I arranged a ZOOM consultation with Richard to explain what I wanted & hoped to accomplish. He listened, took notes, asked questions, and answered my questions with easy to follow suggestions & recommendations. The review was also held via ZOOM, & he was very thorough in explaining every draft document that had been prepared. The signing with witnesses was done in his offices & was handled efficiently & quickly with no “hiccups.” Richard & his staff were courteous, competent, professional, and very thorough with all facets of my estate planning. I highly recommend Richard for any of your estate planning needs.
Extremely professional, competent, and caring. These three descriptors immediately come to mind when describing Richard Morgan and our interactions with his firm at Morgan and DiSalvo P. C. My wife and I examined several law firms prior to settling on Richard’s, and we could not be more pleased with both the process and the outcome. From the initial meeting, through the drafting and review of our estate documents, to the final products and follow-up, Richard and his staff exhibited the utmost levels of professional behavior, competence and deep knowledge of estate law and its subtleties, and caring that our wishes are clearly defined and expressed in our estate documents. We give you our highest unqualified recommendation of Richard Morgan and his firm for your estate planning needs.
5755 North Point Pkwy., Ste. 17Alpharetta, GA 30022-1143U.S.A.
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