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.
Richard Morgan is knowledgeable of law and estate planning to prepare you and your loved ones for “when that time comes.”. He’s able to explain legal stuff in an understanding way. Easy personality too.
Richard helped us to update our advanced directives and reviewed our wills and trusts to determine if they were up to date. He made the whole process painless and pleasant. He is very knowledgeable and easy to work with.
We interviewed several law firms before deciding to use Richard Morgan for our Estate Planning. Richard did a great job explaining the process and made it all simple to understand, I would not hesitate to recommend Morgan DiSalvo for Estate And Trust planning.
Loraine is an expert who has thought of everything, and she helped to guide us through the decision making process with the tough questions we needed to consider. We learned why we needed wills, advance directives for healthcare and powers of attorney (much of which we'd never considered). The process was easy and the result is 100% professional. We now rest easy knowing that this necessary step in planning for our futures and the futures of our children is done and done right.
A very positive experience.
Loraine was very helpful and knowledgeable in helping us with our trusts and will. She was easy to talk with concerning our changes and guided us through the process. She was gracious to help us with another family matter as well.
It was a pleasure working with Loraine to accomplish our estate planning. My husband and I knew upon requesting services that our request would not be a simple solution, however Loraine was able to understand needs, offer clarification on Georgia law/legal requirements, and guide us to the best options for our family.
My husband and I went to Loraine for Wills, Advanced Medical Directives, and Powers of Attorney. We had never put any thought to these topics prior. Loraine explained everything thoroughly and in "real-people" terms until we were comfortable with each aspect. It took awhile for the docs to be prepared, but they were perfect and incorporated every single aspect we had discussed. I feel like we are in good hands now and well-prepared for the future.
Loraine is very knowledgeable and thorough with her explanations. We had created our first will with her and she made it a comfortable process for my wife and I. Would highly recommend her.
5755 North Point Pkwy., Ste. 17Alpharetta, GA 30022-1143U.S.A.
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