MEET OUR TEAM
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.
We had been saying for years that we need to get our wills done but have constantly put it off. I am so happy that we found Richard Morgan. He made the process very painless, explaining things so that we understood everything. I would highly recommend him for any will or estate planning that you may need.
Loraine and her team gave invaluable support to my family in the planning of our estate. They were compassionate and patient while we dealt with a family tragedy during the process. She and the team were professional and thorough.
Lorraine was very friendly and knowledgeable. As someone who has a college degree but no experience in legal matters, Lorraine took time to explain everything to me and answered all my questions so that I could understand everything that we had to discuss. I never felt rushed to get things done and she always gave us options and explained every one in detail and helped us make important decisions. I would highly recommend her.
Loraine was easy to work with, laying out the entire process up front. She was very helpful in crafting our wills and beneficiaries and was good about communicating.
It was easy to work with Richard on re-working our will and do estate planning (including setting up trusts). He was great at communicating what information was needed from us, how the estate planning was set up, and he answered any questions that we had. Richard is very knowledgeable and up-to-date on trust and estate law. Also, his staff is super efficient and sent emails, reminders, set up Zoom meetings, etc. We would highly recommend Richard Morgan, and his firm Morgan & DiSalvo.
Richard took time to understand our needs, made updates accordingly and was very thorough in reviewing and explaining the final draft of our documents.
Getting our estate planning done was kind of a daunting process, but Loraine was easygoing and friendly and made it much less of a headache than it otherwise could've been!
Richard is an attorney that brings a unique combination of skills and capabilities to the table. He is a true expert when it comes to estate law but also possesses the ability to explain the details and complexities of those laws in clear, coherent way. Furthermore, he was extremely patient with my wife and I as we tried to understand the complex implications of our estate and trust(s) structures and didn't nickel and dime us when we needed his expertise. We ended up paying exactly what he promised and feel great about our plan.
Given that we were in the pandemic season it was necessary to have our initial interview utilizing Zoom. My wife and I were uncertain about interviewing someone for something so important to us (our estate and wills) without an in person interview. It couldn't have gone better. Lorraine is a wonderful communicator and understood our needs in a short period of time. She listened carefully to us and made us very comfortable through her manner, knowledge, expertise, and personality. She offered us options for our estate which had not been made to us by our previous estate lawyer who retired. Updating our wills and estate plan went very smoothly through Lorraine's professionalism, attention to detail and most importantly her patience with us as we had many questions. Her legal assistant Kim mirrored many of those qualities we attribute to Lorraine and was most helpful in the process of updating and completing our wills & other documents. We highly recommend Lorraine and her firm.
I was initially disappointed that, once we engaged her to handle our estate planning, we encountered an eight month waiting list. Quality takes time! (It helped that she was up front about this, and met all subsequent deadlines. ) Ms. DiSalvo's work was thorough, her explanations clear, her advice wise and based on both knowledge of current law and on experience. In the one area we chose not to follow her recommendations, she listened carefully and produced content that precisely expressed our preferences. She took follow-up actions which went beyond our expectations; we left our final document signings feeling confident that we had received excellent service. Definitely will return!
5755 North Point Pkwy., Ste. 17Alpharetta, GA 30022-1143U.S.A.
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