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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 is one of the top trusts and estates experts in Georgia. He helped us work through an entire estate plan, explaining the options clearly. He offers practical advice, but with a top level of planning sophistication. His flat rate packages are also an excellent value, and predictable.
I would highly recommend Richard Morgan and his firm for Estate Planning services. He is very professional and did an excellent job updating our entire estate. All of our documentation was explained and reviewed in detail before completion. He and his staff were responsive and communicated very well throughout the process.
Loraine prepared an estate plan for my wife and me. She did an excellent job, gathering information from us, informing us of legal issues, guiding us on our next steps. She prepared our wills and various legal documents. Loraine was very easy to work with and was always available when we needed clarification as we worked with her. She has an expert knowledge of the law. We would highly recommend Loraine.
Richard Morgan provided exceptional service in our Trust planning process. He explained the many aspects and options in Estate Planning and allowed us to make informed decisions at each step. With his extensive knowledgable and legal experience, he was able to explain and answer questions in an open and friendly manner. The complex process was distilled down to understandable, and the Trust creation was highly efficient. I have full confidence in Richard Morgan and will remain his client for necessary updates or other issues that might arise over time
My wife and I hired Loraine to assist us with our estate planning. From the initial consultation, Loraine was patient, knowledgeable, and explained every step of the process in a way that was easy to understand. Loraine and her staff were consistently responsive and kept us informed of all progress. We felt completely supported throughout the entire project. Thanks to their expertise and guidance, we achieved an excellent result. We are so grateful for their hard work and highly recommend Loraine to anyone in need of legal counsel. She is truly professional.
We used Morgan & DiSalvo for our estate planning needs. Richard was very knowledgeable and was able to answer any questions we had. The office is very professional and welcoming, communication with the whole team was prompt and detailed. They did a fantastic job.
Loraine recently helped us update all of our estate planning documents and she made the process easy and seamless. She was easy to work with and gave us many ‘what if’ options for our current life status. My wife and I now have a solid updated estate plan. I would highly recommend her.
Richard and his team led my wife and me through the complex issues of new wills and trusts. While the process took longer than we'd hoped, before we began, we were informed of the firm's large backlog of matters ahead of ours. We particularly like the supplemental information provided which clearly gave guidance on renaming assets. The presentation of our final documents is well organized.
Ms DiSalvo is an excellent attorney. She recently completed all of our estate planning documents and the process was easy to do and met all of our needs. She is a good listener, gives excellent advice, and the result is an overall terrific experience. My wife and I have great faith in her expertise in estate planning.
5755 North Point Pkwy., Ste. 17Alpharetta, GA 30022-1143U.S.A.
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