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.
I really enjoyed working with Loraine in settling my mothers estate as well as creating an estate plan for both my wife & I. Very competent and knowledgeable and able to communicate on a level that made it very easy for us to understand all of the variables and options. Highly recommended!
Excellent legal service on multiple occasions
I am a retired SVP from a major financial institution. My relationship with Richard Morgan began 3 years ago when he spearheaded a change in a family Trust to another institution. This was quite an involved and complicated process which included multiple touch points which he negotiated with ease. Richard facilitated this process with each Trust department, their attorneys in the court system with extraordinary professionalism with the optimum results. I can only give him my highest recommendations.
Morgan & DiSalvo have been great legal advisors for our needs. They provided us with up-to-date information about the laws and how these can be addressed with our situation and needs. We had let the process drag on due to our schedule and they had no problems finishing the wills in spite of the lapse of time. I highly recommend them as a high quality law firm.
Richard was very professional, patient with all of our questions, and very knowledgeable about all aspects of estate planning. He was very thorough and his staff very accommodating.
Knowledgeable, courteous, friendly, comprehensive. I encouraged other family members to use her services for creating a will.
Recommended by our financial advisor, we found Lorraine highly knowledgeable of laws and customs around wills, trusts & related documents. Particularly strong on tax implications from different choices. Equally as important, she has a very clear manner in explaining all issues and was very willing to take needed discussion time to ensure her clients understood. With blended family concerns we found her very helpful in explaining options. Her follow up was consistent yet not obtrusive.
M&D were recommended by my financial advisor and my wife and I were extremely pleased with how they made our estate planning meetings so simple to comprehend. The meetings were timely, very professional and they did not waste our time (and money)on a long and drawn out process. I would strongly recommend M&D to all of my friends and associates.
Both Richard and Loraine were delightful people and we felt like they were diligent and knowledgeable.
5755 North Point Pkwy., Ste. 17Alpharetta, GA 30022-1143U.S.A.
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