Home > Estate planning attorney in Alpharetta, GA > Morgan and DiSalvo, P.C. Review

Morgan and DiSalvo, P.C.

Estate planning attorney in Alpharetta, GA
Reviews: 52 | Overal Rating: Excellect
Excellect
52
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Thursday 9AM–5PM
Friday 9AM–5PM
Saturday Closed
Sunday Closed
Monday 9AM–5PM
Tuesday 9AM–5PM
Wednesday 9AM–5PM

Reviews

Review Left On 03/03/2020
Eric Wolf

My wife and I used Richard Morgan to set up a trust. He is very knowledgeable and also is able to explain the complex strategies to a layman. Despite his spending much time with us, we never felt rushed. Our financial advisor has worked with numerous trust attorneys over the years and was very impressed with his work. Most professional and I would recommend him without reservation.
Review Left On 03/03/2020
eva krugman

We are so very pleased with the result of our experience with Morgan and DiSalvo in general and Richard Morgan in particular. From our initial meeting to discuss our needs to the completion and signing our documents, we felt that not only were our questions being answered but were given options to address questions we never even considered. Our situation required addressing a number of "what if's", many we were of aware of but even more so, things we were unaware of! Richard's knowledge and experience have given us the peace of mind we wanted dealing with our wills and estate. We are confident that our planning needs and wishes have been met. We have recommended Morgan and DiSalvo to all our friends in need of estate planning, wills and trusts.

Robert and Eva Krugman
Review Left On 03/03/2020
James Lucarini

Richard Morgan evaluated our estate situation with our specific needs in mind. He reviewed our previous estate documents and focused on our priorities. He is quite knowledgeable and current with regard to estate law and has invested a great deal of time and effort to build a web site that is educational for the consumer. His communication is clear, direct and effective. His staff is courteous and friendly. He updated and amended living revocable trusts for our family and created wills, powers of attorney and healthcare directives. He made the process straightforward and was able to communicate his strategy in ways that were quite understandable to the average layperson. We felt that we were in excellent hands throughout the process. Our advice: Do your homework before selecting a good estate attorney, as we did. We highly recommend Richard Morgan.
Review Left On 03/03/2020
Charlie Crawford

The firm is very professional and we had a great experience and I would recommend them to others.
Review Left On 03/03/2020
Rebecca Kirson

Loraine and her staff were a pleasure to work with! She was very astute in explaining the process and why we needed to do things a certain way. I would highly recommend her for your will and estate planning needs.
Review Left On 03/03/2020
T Simonds

Richard helped us navigate the creation of our will which included the complexity of a special needs child. We had put this off for so long because the task is daunting. Richard is very passionate about his work and was very helpful in relating the information to us to help make the process easy. We are grateful for your service.
Review Left On 03/03/2020
Susan Kolotilin

Lorraine understands and knows all there is to know about estate planning, trusts, and all related topics. Not only is she well informed, she patiently discusses all options and their potential outcomes. She’ll be your sounding board for any related and unrelated issues. I can’t say enough to accurately describe her legal and human acumen.
Review Left On 03/03/2020
Bill H

Richard Morgan prepared our trust and wills. Although I was slow with getting him information his office was very understanding and patient. He took as much time as we needed to understand the implications of what we had set up. We couldn't be happier with their service and professionalism.
Review Left On 03/03/2020
Jack Winters

Mr. Morgan is very professional on could not be more informed or up to date on trust law in Georgia. Highly recommend!
Review Left On 03/03/2020
dan graveline

Morgan & DiSalvo helped my wife and I prepare an updated Will and Estate plan as we enter our senior years. We were delighted with their personal and down to earth style in walking us through the myriad of options and alternatives as well as spurring our thought processes as we reviewed our various needs and family interests. We would recommend their services without reservation!
Review Left On 03/03/2020
jkonzelmann1

Extremely comprehensive and thorough. They do take a little long to prepare your documents but it is very worth it for such an important issue. Great attention to detail! Highly recommend for estate planning and will/trust formation.
Review Left On 03/03/2020
Dyanne Carpenter

I was very happy to work with Elder Care attorney, Diane Weinberg, while putting together a financial plan for my elderly Mother. Ms. Weinberg was thorough and very patient as we went through the process that was all new to us.
Review Left On 03/03/2020
Kapi Cole

Exceptional service provided by Richard and Julia. I would definitely recommend this firm.
Review Left On 12/03/2019
William Pratt

I give Loraine 5 stars and would give more if it was allowed. She is a very professional and thorough attorney who is well-versed in the law. She was personable and courteous at all times. She prepared the Estate Plan for my wife and me, including our Wills, Powers of Attorney, and Advance Directives. As we worked together, she answered all of our questions in a timely and patient manner. I will definitely seek her assistance in any future legal needs we have.
Bill Pratt
Georgia
Review Left On 12/03/2019
Fisher Fisher

Richard and his team have a very thorough process when it comes to estate planning. Richard answered every smart and dumb question I had in a respectful and friendly manner. His teams follow through was polite, patient and professional.
Review Left On 12/03/2019
Lou Tirino

Fantastic working with them. Took the time to understand our needs, offered options and opinions when they were requested. Felt comfortable that they were looking out for our best interests. Will be working with them going forward.
Review Left On 11/03/2019
Hillary Neaf

Richard was a pleasure to work with. My husband and I needed to create a will and trust with assets in other states which was very complicated. He gave great advice that our financial planner agreed with and was very thorough and well organized. He and his office surpassed our expectations!
Review Left On 10/03/2019
darby clark

Richard is very thorough in explanations on the interstices of estate planning. He walked us through the various options available and explained the pros and cons of each. Richard was patient with us and answered all our questions to our understanding and satisfaction.
Richard is very personable, a great story teller and a pleasure to work with.
Review Left On 10/03/2019
Sheilagh Mayberry

Morgan and DiSalvo, P.C. was recommended to me by a friend. I met with Richard Morgan shortly after my husband passed away and he helped me to sort through the most important estate planning issues that needed to be addressed. He was most helpful and informative. All the staff are great and the follow-up was excellent. I found everyone to be attentive, but not pushy. I highly recommend Morgan and DiSalvo for your estate planning needs.
Review Left On 09/03/2019
Michael Hampton

My wife and I have a blended family and Richard understood, far better than we did, the issues that could arise from this. He made our estate planning process painless even though it is complicated and so very important. Now that we have a plan to protect our assets and descendants in the best possible way, we wonder why so many choose to ignore this important step or try to do this themselves on-line! Richard and his staff were tireless in answering our many questions, no matter how uninformed they may have been. We really appreciated the extra time they spent and the plan they crafted to give us this peace of mind.
Review Left On 09/03/2019
BWW

Richard Morgan has always been a great help and advisor for our estate planning. He uncomplicates the complicated. We have passed his name on to others and they all agree. So glad we found Richard Morgan and Morgan & DiSalvo.
Review Left On 08/03/2019
J. Tyler Tippett

Richard Morgan provides the highest level of professionalism possible, and takes the time to educate the client and fully explain all aspects of the matters under consideration. He is extremely knowledgeable. The support staff is highly competent as well. If possible in this day and time, the value of the services provided by the firm exceeds the fees it charges.
Review Left On 08/03/2019
Bruce Weiss

We are thoroughly satisfied. Ms DiSalvo was patient , efficient, and adept at explaining technicalities.
Review Left On 07/03/2019
Robert Riggins

Outstanding! Urgent time crunch. Moving state to state. Multiple complicated financial and legal issues. The Morgan & DiSalvo response was pleasant, prompt, professional, expert and detailed problem solving at its very best. Thank you Richard and team! We couldn't have found better, anywhere!
Review Left On 07/03/2019
Scott Merritt

There are companies out there who charge virtually nothing to do a simple will online, but you're putting yourself and your assets at great risk by not hiring an attorney who knows the laws in your state to do your estate planning properly. Yes, estate planning can be a daunting process, which is why a lot of people (like us) put it off endlessly, but it's absolutely necessary. Once we made the decision to plan for our futures and the futures of our children, we searched for reviews of local estate planning attorneys and quickly found Loraine DiSalvo and all her glowing reviews.

Based on our experience working with Loraine, she 100% earned every glowing review. The initial free consultation was far more thorough than we expected. 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 ended the initial consult by leaving a deposit. We were told there was a several-month pipeline to get our estate planning paperwork done. This is a good thing for two reasons: 1) the last thing you want in any expert is someone who's sitting on their hands waiting for work; and 2) it gave us the opportunity to think of and ask any other questions we didn't think of initially.

The timing for completing our estate planning docs came in right on target. We went to the office to meet with Loraine again, where she took the time to answer any remaining questions and explain, in painstaking detail, what each paper was and why things were worded in the way they were.

Loraine and all her staff were incredibly professional every step of the way, up to and including the way the signed papers were delivered to us - overnight, in a binder, fully organized.

I cannot possibly give a higher recommendation for this law firm. If you want to do estate planning (and you NEED to do estate planning), this is unquestionably the right firm to get it done.
Review Left On 06/03/2019
Tracey Grace

Excellent service, very thorough, so glad I found you! Also thanks for the referral to other great professionals! Much appreciated.
Review Left On 06/03/2019
Regina N

Both Lorraine and Richard have been wonderful to work with. From helping me to understand the legalese to helping me get things done when the occasion arose, they were there for me. Anytime I left their offices I felt as if they treated me as if I was a member of their family. Richard has made sure that I understand how the law works in my situation and has given me the guidance that has proven that he knows his business. Lorraine has helped me work through legal matters so that any stress I had was lifted. I highly recommend them.
Review Left On 05/03/2019
Jim Heupel

Extremely thorough and informed. Creates estate plans that suit your specific needs.
Review Left On 05/03/2019
Kerrie Napoli

Such a pleasure working with Richard Morgan and his firm. They were professional, efficient, honest, and thorough. I highly recommend them.
Review Left On 04/03/2019
Donna Allen

We new nothing about estate planning and put our trust in doing so with Morgan and DiSalvo. From start to finish every step of the estate planning was explained clearly and efficiently. Besides being so professional they were very friendly & genuine. So glad we found them. Thank you so much!!
Review Left On 04/03/2019
Dean Pilkington

Mr. Morgan and his entire team walked me through the process of Will preparation and made sure I was informed and comfortable throughout. I particularly was grateful for being kept in the loop by having draft documents sent to me for review in a secured electronic folder. As a former attorney, it is clear that Mr. Morgan knows Georgia Estate Planning law inside and out, and I would not hesitate to recommend his firm's services to others. One final note - many attorneys forget they are attorneys AND counselors at law. Especially when it comes to this focus area of the law, that second part is very important when it comes to hiring a professional to assist you. Mr. Morgan clearly understands this, and it makes all the difference in the world.
Review Left On 04/03/2019
Robin Watson

Richard made the process easy.
Review Left On 04/03/2019
Kristen Lady

My husband and I used Richard Morgan for our estate planning. He is welcoming, knowledgeable and able to explain the complexities of setting up a will and trust so we could understand the best approach for our family. His team ensured we had time to review our documents and ask questions before everything was finalized. Most professional and I would recommend him without reservation.
Review Left On 03/03/2018
Luis Rivera

My wife and I went to Richard not knowing what to do, or who to contact regarding our planning for the parts of life no one wants to talk about. Just a few minutes in, we realized we had hired the right person. Not only did he explain everything that they would do, but he walked us through scenarios and expanded scenarios to ensure that we were given the best possible plan to meet our needs. He walked us through each step, and I will admit, we must have been annoying. We had so many questions, and he answered them all. He did it honestly, and quickly. He responded to our emails very quickly, and made us feel very comfortable. That is hard to do when you are talking about such emotional issues. When all was said and done, we felt very proud that we had taken the necessary actions to ensure our family will be taken care of if something terrible were ever to happen.
Review Left On 03/03/2018
Mansoor Ansari

I met with Richard Morgan and was thoroughly impressed with his knowledge of Trusts and Estates. Most importantly he has an obvious passion and interest in this subject which becomes obvious the longer you talk to him. Excellent Attorney and law firm as a whole. I could and would not trust anybody else with my family's future when I am no longer around.
Review Left On 03/03/2018
Dennis Dolan

Morgan & DiSalvo, P.C. is a highly professional, hands-on law firm that strives to produce the best estate plan possible which is tailored to their clients' needs and desires.

My wife and I recently retained Morgan & DiSalvo, P.C. to prepare an estate plan for us. This was a pleasant experience in every respect in that this law firm and all of the attorneys and staff who work there were courteous, professional and knowledgeable, and were a pleasure to deal with during this entire process. We were particularly pleased with the personal attention we were given and we greatly appreciated the thorough and understandable explanations we received of the sometimes complex estate planning provisions that were involved in this estate plan. The process and resulting documents produced covered all aspects of a comprehensive estate plan, including estate tax planning, and we feel we are now taken care of in every aspect of our estate and its ultimate disposition.

I would highly and enthusiastically recommend Morgan & DiSalvo, P.C. for all estate planning needs for any individuals.
Review Left On 03/03/2018
Dave Dunn

Richard helped my wife and I put our Wills together with the Estate plan we were comfortable with. He explained all the options, nuance and implications of each decision. He spent all afternoon with us instructing us. His passion for this aspect of the law is obvious. He is up-to-date with the latest changes in the law. (He'll gladly review each law's 200-year history if you wish. :) Yes, he's that passionate about it. I'm no longer losing any sleep over this as I know this base is covered!
Review Left On 03/03/2018
Hassan Rifaat

We hired Richard and his team to do our Estate and Trust work. Here are the key highlights:

We phone screened 10 firms that were recommended or had great reviews online. We then interviews 3 in person. We selected Richard because he was knowledgeable, passionate, responsive, and had a very well organized office manager.

Richard’s price was about 25-50% higher than the other firms we interviewed but we clearly saw the expertise and personal customization he offered to make the documents do what we wanted. We are frugal people but we saw a huge difference in his strategies and approach.

He exceeded our expectations in every way and was well worth the fee he charged. Specifically, he gave us unlimited time and patiently explained his process and thinking in terms we could understand, answered long emails with complete and detailed responses, made sure he was clear on our intent, helped us vet corporate trustees, and coached us through several difficult decisions about our family.

Richard and his partner Lorraine have deep subject mater expertise that I am sure will save our family millions of dollars in taxes.

He gave us real confidence about our estate plan. We will continue to work with Richard as our family grows.

Great lawyer. Great team. Great service. Great work. Great value.

Real customer.
Review Left On 03/03/2018
Lea A

I went to Loraine DiSalvo to revise my trust and other estate documents. She was very personable and knowledgeable and a pleasure to work with. She kept up to date on all the tax law changes that were under review in congress and how those might affect my situation. She took the time to get to know my situation and me and spent time in the office, on the phone and in email exchanges to answer all my questions. I received much better counsel from her than my previous estate lawyer and am very happy with the service I received. Her staff is also great. I wholeheartedly recommend her and her firm.
Review Left On 03/03/2018
Sharon Amschler

Richard Morgan, partner at Morgan & DiSalvo was personable and professional. He was extremely knowledgeable with setting up our Trusts and Wills. We would highly recommend him to our family and friends.
Review Left On 03/03/2018
Mark Streit

We have used the services of the firm for 2 different legal document preparation situations. The professionalism and support delivered both times were STELLAR. Grateful to both Loraine and Allison for their guidance.
Review Left On 03/03/2018
Patricia Lee

Richard is very knowledge and was patient in explaining Georgia trust law.
Review Left On 03/03/2018
Larry B

I have been using Morgan & DiSalvo for my family's estate planning needs for over 15 years. We are now in the process of coordinating the estate planning needs for my special needs brother. I would not trust anyone other than Morgan & DiSalvo to handle this matter.
Review Left On 03/03/2018
Lisa B

Excellent for Estate Planning! Richard is very personable and knowledgeable. He spent plenty of time with me understanding my needs and outlining my options. I am very happy with the service I received!
Review Left On 03/03/2018
David Fincher

She was very thorough, professional and kind. She was patient and detailed in the explanations we needed. We were very pleased with our experience and the document she prepared.
Review Left On 03/03/2017
Mark Casseday

Excellent experience. Richard was very thorough, his knowledge of Estate Law was very helpful and insightful.
Review Left On 03/03/2017
June Smith

Very knowledgeable, helpful and very convenient location!
Review Left On 03/03/2017
Roadie Doc

Very impressed with the clarity of presentation and ability to make the client feel that "all is well" and the door is always open.
Review Left On 03/03/2017
Melody Roche

Richard Morgan helped my husband and myself with wills and estate planning. Richard broke it down into layman terms. He spent as much time as necessary to explain estate planning and the many confusing terms. Even when we had to ask the same question multiple times. He always made us feel comfortable and I enjoyed working with him. I highly recommend Richard Morgan for wills and estate planning.
Review Left On 03/03/2017
Maya Rybina

Thank you for your help. I recommend to everyone!
Vera V.
Review Left On 03/03/2017
Bradley Crowley

I had a very peculiar family situation needing unusual estate planning. I had Loraine DiSalvo handle this planning and she did it beautifully. The service of her firm was exemplary and Loraine was completely knowledgeable and helpful in make all the detailed decisions, of which there were many. I highly recommend this firm to handle any of your estate planning needs. You won't be disappointed; I sure wasn't!
Review Left On 03/03/2014
Anon A

Spoke with Diane regarding estate planning and long term care options for my mother, she was to the point and gave me clear and precise answers to my questions and issues. She really really covered all the bases and gave me alot of insight on possibilities. Highly recommended!

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