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Morgan and DiSalvo, P.C.
Estate planning attorney in Alpharetta, GAReviews: 52 | Overal Rating: Excellect
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Reviews
Robert and Eva Krugman
Bill Pratt
Georgia
Richard is very personable, a great story teller and a pleasure to work with.
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.
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.
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.
Vera V.