Estate Planning on Your Terms, For Your Future

Your life circumstances are unique. Your estate and tax planning should be, too. We provide individualized plans – not standardized forms – to prepare for your and your loved ones’ future based on your personal situation, goals and inheritance preferences.

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Letters of Instructions and Your Estate
Great News From the IRS!

Recognition

ALPHARETTA, GA – September 1, 2022 – Morgan & DiSalvo, P.C., announced today that Richard M. Morgan and Loraine M. DiSalvo have each received the 2022 Five Star Investment Professional Award for the eleventh consecutive year.  READ MORE >

Our Areas of Expertise

Estate Planning is about protecting your future, as well as the future of your loved ones. A comprehensive plan ensures your wealth is distributed how you prefer, reduces death and inheritance taxes, establishes advocates to oversee your health care and safeguards minor dependents. Without a plan, the state is in control of these major decisions upon your death. We customize all planning documents for your specific needs and reduce the choices that loved ones need to make during an emotional time.

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Probate courts are tasked with validating an individual’s Will upon death. Only with the court’s approval can the distribution of assets begin. If an individual does not have a Will, an administrator of the estate must be accepted by the court to oversee activities of the estate. The best way to ensure that the wishes outlined in your estate planning documents are carried out correctly and most expeditiously is to work with a probate attorney. Our attorneys are well versed in the probate process and are ready to help.

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Families caring for special needs loved ones face many challenges, including navigating insurance benefits, identifying programs for social needs and assessing the financial ability to pay for the specialized care required. These issues do not end when the primary caretaker is no longer able to provide the care. Long-term planning documents map out housing needs, identify care providers and help secure the financial assets to be used to pay for extended care. We have resources to help us develop a plan that fits your needs.

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Tax attorneys focus on ways to reduce or defer taxes based on an individual’s income or activities. Almost every movement of money or property has a tax implication. This complex area of the law requires experienced professionals to oversee the various wealth transfer taxes, which include the gift, estate and generation skipping transfer taxes. An attorney will also help clients deal with tax controversies. Our attorneys have decades of experience with tax planning and are ready to map a strategy for you.

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Our Latest News

Can You Buy Happiness? (Updated for New Findings)

Several years ago, we published a Newsletter on this topic which discussed a study that found that happiness does not improve beyond an amount of income necessary to pay for all of one’s normal living expenses (at that time, $75,000 per year, and a later study increased this amount somewhat).

2024 Tax Year Estate Planning Related Tax Exemption Figures as Adjusted for Inflation

While high inflation is generally bad for the economy, the upside is that various tax figures adjust upwards for inflation on an annual (or other) basis. Because of such high inflation during 2023, we reap the rewards of higher-than-normal increases in various estate planning related tax exemption figures for tax year 2024.

Morgan & DiSalvo, P.C. Recognized by Best Lawyers® as a 2024 Tier 1 Law Firm for “Trusts and Estates Law” and Tier 2 for “Taxation Law” in Georgia

Morgan & DiSalvo, P.C. announced that the firm has received a Tier 1 ranking in Trusts & Estates Law and Tier 2 in Taxation Law by Best Lawyers®, representing the Greater Atlanta region for an impressive twelve years in a row.

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Estate Planning
is a Personal Choice

No matter what level of estate planning or eldercare is needed, we pay careful attention to the details to ensure you receive the most appropriate legal advice and documents designed with your wishes in mind.

Google Reviews

Estate planning is an intimidating process but Richard worked to educate us on the different processes and help us come to a conclusion in a smooth/nonthreatening way. The law jargon and terminology still intimidate and confuse me but the process was a lot smoother thanks to him! I fully trust in his work and find his demeanor to be professional and relatable.read more
Rebecca Kim
Rebecca Kim
01:14 10 Feb 24
My experience with Morgan & DiSalvo has always been excellent. The entire team is thorough from beginning to end regarding wills & trusts. Richard is extremely knowledgeable in all aspects of estate planning and in the use of wills & trusts and the proper ways in which they should be set up.read more
Alan Walser
Alan Walser
15:59 01 Feb 24
We recently selected Morgan and DiSalvo to prepare a comprehensive estate plan. We worked directly with Richard Morgan through the entire process. Richard took the time to listen to our needs and our desires to establish a complete estate plan. Richard developed a number of different options available to accomplish our objectives while providing excellent guidance, both from a legal and personal level on the pros and cons of the available options. The depth and breadth of knowledge of the legal requirements was epic. Richard developed a framework for our estate plan and then completed all of the associated documentation. The overall process and interaction were very professional with consistent guidance on how to proceed. I would highly recommend Morgan and DiSalvo for your estate planning needs. They have a comprehensive portfolio of solutions that can tailored to fit any estate planning needs.read more
DALE Freeman
DALE Freeman
15:04 18 Jan 24
I used Morgan and DiSalvo for my Revocable Living Trust, Last Testament and other standard POA’s, etc. I had a very complicated situation and the M&D attorneys worked with me to formulate a highly customized solution. They were creative, professional and highly responsive at every turn. They were recommended to me as the best in the area for my complex scenario and they did not disappoint…. Highly recommend!read more
Matt Keffer
Matt Keffer
14:40 26 Nov 23
Richard was very helpful with my estate planning. He explained very throughly so I can understand everything we went over. And he expedited my document that I was not expecting because my personal issue. I was very impressed and appreciated by his personal warmth. Of course, all his team members were nice and great. Thanks.read more
Jenna Song
Jenna Song
22:18 14 Nov 23
My husband and I had been putting off working on our wills and estate planning for way too long. We decided to work with Richard Morgan at Morgan and DiSalvo and he couldn't have made it more easy. He was patient with all our questions and spent a lot of personal time making sure every detail was in place. The support staff is also excellent.I would highly recommend Morgan and DiSalvo!Lisaread more
Lisa Busman
Lisa Busman
20:16 09 Nov 23
"Attention to detail" and "mastery of the law" are phrases that come to mind when describing Richard Morgan and his team. Their ability to create a specific plan for my needs was very impressive, and their comprehension and understanding of trust and estate law is supreme. I would highly recommend Richard and his partner Loraine for anyone looking for trust and estate law services.read more
David Lemcoe Jr.
David Lemcoe Jr.
13:36 06 Nov 23
My husband and I had our Wills completed with Lorraine DiSalvo. She was incredibly professional and very helpful throughout the process. Her warm demeanor and thorough knowledge made an uncomfortable experience much easIer. I would highly recommend her and her firm should you have any need of such services.read more
Michele Caldwell
Michele Caldwell
16:08 09 Oct 23
Very good process to prepare our estate plan. At our initial meeting the process was explained. We then had a follow own meeting to gather information to prepare the estate plan. Following that, we had a chance to review the plan before going over it with the lawyer. Lastly, we were able to sign the final documents and just like we have an estate plan.read more
Titus Brown
Titus Brown
01:37 06 Oct 23
We found our experience with Morgan & DiSalvo to in be very thorough and comprehensive throughout our estate planning process. Allison Bird was readily available to answer our questions with detailed explanations as we worked through changes in our original documents. The office staff was very professional and provided excellent support in every way possible.read more
Gail Bechard
Gail Bechard
15:02 28 Sep 23
After researching estate planning law firms for over a year I finally found Richard Morgan and couldn’t be more pleased. Richard’s knowledge and skill as well as his awareness and understanding of new estate planning laws and trends is impressive. His expertise and his ability to truly listen resulted in a plan that is tailored to meet my interests and needs. Richard’s patience and accessibility gave me confidence throughout the entire process.read more
Kim Statham
Kim Statham
00:59 21 Sep 23
Ricard Morgan was very helpful with my estate planning. He was knowledgeable, easy to talk to and explained everything very well. I feel confident that my estate/trust is complete and correct. His staff was also helpful and easy to deal with in every way. I was impressed.read more
David Buchanan
David Buchanan
02:46 20 Sep 23
Excellent office and an excellent experience doing our wills. Richard Morgan is so wonderful at explaining everything we needed to know to complete a hard task. The signing was so streamlined. Thank you to the whole staff for making this easy.read more
Paula Phalen
Paula Phalen
14:44 19 Aug 23
Mr. Morgan and his staff did a great job for us in planning our estate. They explained everything to us thoroughly and we feel very comfortable with their work.read more
Mary Wood
Mary Wood
19:10 08 Aug 23
Extremely professional, competent, and caring. These three descriptors immediately come to mind when describing Richard Morgan and our interactions with his firm at Morgan and DiSalvo P. C. My wife and I examined several law firms prior to settling on Richard’s, and we could not be more pleased with both the process and the outcome. From the initial meeting, through the drafting and review of our estate documents, to the final products and follow-up, Richard and his staff exhibited the utmost levels of professional behavior, competence and deep knowledge of estate law and its subtleties, and caring that our wishes are clearly defined and expressed in our estate documents. We give you our highest unqualified recommendation of Richard Morgan and his firm for your estate planning needs.read more
Michael Coovert
Michael Coovert
09:30 21 Mar 23
I have been working with Lorraine and the team since 2015. The work started with my mother's estate and has transferred to my personal estate. Their services have always been professional and respectful. Thank you for the years of service.Chrisread more
Chris Snyder
Chris Snyder
18:59 10 Mar 23
We had concerns about many complex issues because of state interpretations of marriage laws and family complications. Lorraine was very patient listening to everything and she was extremely competent and professional in leading us through. We are very satisfied.read more
John Stutte
John Stutte
15:35 07 Feb 23
I spent a significant amount of time researching estate planning attorneys including in person meetings before I decided to hire Morgan and DiSalvo. I couldn’t be more pleased with my decision. They combine superb expertise with outstanding service . I give them my highest recommendation .read more
Kenneth Smith
Kenneth Smith
09:33 08 Dec 22
We had an excellent experience working with Loraine DiSalvo and her team in the creation of our will, and the adjustments that had to be made along the way. They were patient and understanding when we had a family crisis.read more
Lee Hermes
Lee Hermes
16:06 26 Oct 22
We had no Trust or Will experience before we went to Richard and the team. The process seemed daunting and overwhelming, yet somehow Richard made it a painless, comprehensive, educational and dare I say pleasant experience.We’re truly relieved to have this behind us and could not possibly recommend Richard enough.read more
Jeff S
Jeff S
22:50 15 Sep 22
Excellence all the way around. The attorney and staff were friendly and professional. A pleasure to do business with.
Vicki Bagley
Vicki Bagley
18:09 29 Aug 22
Excellent, professional service from Richard and his team preparing and then updating our estate planning documents. They are very thorough, extremely organized, and provide explanations and advice that is easy to understand. We highly recommend Richard Morgan and his firm for your estate planning needs.read more
Al Green
Al Green
13:22 26 Jul 22
We are thankful that our son and daughter-in-law recommended Morgan and DiSalvo, PC to us when we were ready to update our estate planning. They had used Loraine DiSalvo for their estate planning and were pleased with her help. We, too, were impressed with Loraine’s professional and compassionate way of handling and meeting our needs. We will surely be contacting her for any further updates and/or additions to our estate planning.Judith and Elton Thompsonread more
Judith Thompson
Judith Thompson
19:37 20 Jun 22
I enjoyed my experience with Morgan and DiSalvo. They were extremely knowledgeable and answered any questions I had to the fullest extent.
Jake Callahan
Jake Callahan
18:57 15 Jun 22
We have been working with Richard and his teamFor over 10 years. Having lived in multiple states, Morgan and Di Salvo is the most knowledgeable of any lawyers we have worked with regarding estate planning and special needs trust!read more
Lisa Prunkl
Lisa Prunkl
21:15 10 Jun 22
Richard and his crew were very professional, clear on their explanations and precise. The did as they promised to us with no exceptions. I do not have any hesitation to recommend them for estate planning.read more
Ahmad Safabash
Ahmad Safabash
22:25 03 Feb 22
Richard and his staff bring a great expertise in estate planning. Everything is explained in a language that a non-lawyer can understand. My wife and I now have all the legal documents to make it easy and clear for our heirs. That brings peace of mind.read more
Michael Blaiss
Michael Blaiss
22:11 03 Feb 22
Richard Morgan was breath of fresh air when it came to law related issues which I typically find confusing and frustrating. He was friendly, easy to talk to and I felt that he was taking an active and personal interest in my case. I highly recommend him.read more
Chris Ernest
Chris Ernest
16:56 31 Jan 22
This law firm was so organized and communicative. My husband and I worked with Lorraine and Kim on our last will and testament, plus power of attorney and advance medical directive. It’s an incredibly complex area, but they made it as simple as possible. I’m very glad we chose this firm, and so relieved to have the right documents in place!read more
Melissa Patterson
Melissa Patterson
02:34 27 Jan 22
Getting our estate planning done was kind of a daunting process, but Loraine was easygoing and friendly and made it much less of a headache than it otherwise could've been!read more
Ed
Ed
00:15 27 Jan 22
I cancelled an appointment due to their misunderstanding. Afterwards, I was sent information that I specifically didn't ask for. This firm seems bias and unnecessarily aggressive. My time was wasted. Hopefully you have better luck.read more
Jessica Walker
Jessica Walker
15:34 24 Jan 22
Richard is an attorney that brings a unique combination of skills and capabilities to the table. He is a true expert when it comes to estate law but also possesses the ability to explain the details and complexities of those laws in clear, coherent way. Furthermore, he was extremely patient with my wife and I as we tried to understand the complex implications of our estate and trust(s) structures and didn't nickel and dime us when we needed his expertise. We ended up paying exactly what he promised and feel great about our plan.read more
Nate Medoff
Nate Medoff
12:09 14 Oct 21
For almost 20 years we have used Morgan & DiSalvo for all of our estate planning needs. Richard and Loraine have been our guides to navigate through the complicated options - always providing thorough explanations to allow us to make good and informed choices. They have extensive knowledge on current (and past) tax law and every estate planning tool available. We are grateful to Them for helping manage our estate by creating custom, thorough documents that meet our needs - especially from a tax perspective.read more
William Doty
William Doty
15:19 15 Aug 21
Loraine’s firm did both my estate plan and my Dad’s back in the day, and we were very satisfied with that work. But she really showed her skills and experience when my Dad passed away and she guided me through my responsibilities as executor. She spent a lot of time helping me understand what needed to be done overall. And then she was very patient in letting me do what I was capable of (guiding as needed), and stepping in herself when necessary. I know she and her firm could have handled everything, but she helped me save a lot of money for the beneficiaries, which I greatly appreciated. It was an outstanding experience during a stressful time, and I’m a huge fan.read more
John Chouinard
John Chouinard
18:04 11 Jul 21
I highly recommend Loraine DiSolvo, she is professional, I had a complicated estate and she walked me through everything, making sure I had an understanding of all the legal jargon. Everything was handled in a very timely manner and I was very pleased.read more
Lorraine Miller
Lorraine Miller
19:43 19 Apr 21
We decided to update our will s and the process was explained in detail in terms that we understood and was professional. Allison prepared the documents with several alternative thoughts in mind that we never thought of doing. Thanksread more
Pam McDevitt
Pam McDevitt
23:52 19 Mar 21
I should have written this review last year, but life is busy and hectic.I reached out to Loraine in May 2020 because I was having major surgery mid-July. I was concerned about being able to find someone to do my estate planning on such late notice, but I did not want to have a risky surgery without a will and advance directive for healthcare in place. Despite being very busy, Loraine responded to my request for help with my estate immediately, and worked hard and efficiently to have my documents written and signed before my surgery.I cannot thank Loraine enough for her assistance, and highly recommend Morgan and Disalvo, P.C. for anyone's estate planning needs.read more
Jo DeVane
Jo DeVane
17:27 24 Feb 21
My wife and I engaged Loraine to assist us with our estate planning which was complex as it included wills, trusts, health care directives, etc.. Loraine and her team did a tremendous job. Loraine was able to take a very complex area and explain in a way we could understand. Loraine is extremely professional and responsive. In addition to providing many helpful suggestions and invaluable advice throughout the process, Loraine was able to thoroughly addressed all of our questions and concerns. It was a true pleasure working with Loraine. I strongly recommend Morgan and DiSalvo for all of your estate planning needs.read more
Anthony Genito
Anthony Genito
16:48 01 Feb 21
My husband, Joseph Avicolli, and I had all our estate documents (Wills, Powers of Attorney, and Advance Directives for Health Care) done by this law firm. They are very professional and friendly and took the time to answer all our questions, and we had a lot of them! We dealt with both Richard Morgan and Loraine DiSalvo and their wonderful paralegal, Kim Comstock. They all were very easy to talk to, very knowledgeable, and responded quickly to any and all the questions that we had. We would highly recommend this law firm for any estate planning that people may need.read more
Leslie Millones
Leslie Millones
20:44 22 Jan 21
When my wife and I decided to update our wills Morgan & DiSalvo was one of the firms recommended to us by our financial advisor. Our estate planning evolved making sure each of our grown children would receive their portion of our estate based upon their individual needs at various a times in their lives and also provide for our grandchildren at the appropriate time. We discovered that the best way to do this is via revocable living trusts and the other documentation involved to protect us now and our descendants after our passing. Richard Morgan was able to walk us through the process and was very patient with our questions and recognized our needs as a trusted advisor. I highly recommend Morgan & DiSalvo, P.C.read more
Steve Stillman
Steve Stillman
20:37 24 Oct 20
My husband and I were very pleased and impressed with the way Richard Morgan handled our Estate Planning process. He and his office staff were very professional every step of the process. Richard carefully explained our documents which included wills, trusts and other necessary paperwork needed to insure that our estates were in the proper order. He listened intently to our questions and clearly explained his answers in a way that we could understand. At no time did we feel hurried or rushed. We highly recommend Richard as the attorney to handle your estate needs.read more
Gloria Goldie
Gloria Goldie
15:37 15 Oct 20
I worked with Loraine Disalvo and it was a thorough, professional experience. My estate planning was a bit complicated and she maneuvered through the issues and had the suggestions and answers I needed. I would recommend her and her firm to anyone.Thanks Lorraine.read more
Melvin Wright
Melvin Wright
13:34 27 Aug 20
We worked with Richard Morgan, who was extremely thorough in preparing our estate plan and wills. We have a somewhat complicated situation, but it was addressed in a very comprehensive and effective manner. We were very pleased with the end result.read more
Terry Burnett
Terry Burnett
13:01 28 Jul 20
Lorraine was really great to work with, asked excellent questions and helped us craft an estate plan and will that met our needs. I would give her my highest recommendation.read more
Ron Raitz
Ron Raitz
13:47 24 Jul 20
I worked very closely with Loraine DiSalvo, a partner at Morgan and DiSalvo and Kim Comstock, a paralegal at Morgan and DiSalvo. I have nothing but wonderful things to say about my experience creating a Special Needs Trust, a Revocable Living Trust, a Will, and an Advanced Health Care Directive with them. Knowing nothing about the law, they patiently answered my many, many questions, sometimes multiple times. This was a very emotional experience for me since I have cancer and my son is mentally ill, and they walked me through it with grace and ease. I highly recommend them to anyone seeking to create legal documents for your family. They were incredibly responsive and more than lovely to work with. They were both ultra speedy in response to any emails I sent to them.read more
TAMARA WEINSTEIN
TAMARA WEINSTEIN
21:05 04 Jul 20
Richard Morgan and his team did a very thorough job for our Estate Planning. The advice was invaluable and he and his team were very responsive. Perhaps most valuable was his willingness and ability to break down the legal speak and explain options and solutions in plain English.read more
Chris Eames
Chris Eames
17:31 05 Jun 20
Assessed our needs and goals for an estate plan. Then implemented the same. The great value was his knowledge of the law, including recent legislative changes impacting estates, and finding a plan that perfectly fit what we needed. He is actively involved with professional associations, so one feels secure in his keeping up with changes in laws and interpretation of laws.read more
Pamela Oberst
Pamela Oberst
20:14 09 Mar 20
My husband I were guided through the estate/trust planning process from start to finish and Richard answered each and every question (even the "dumb" ones") thoroughly and patiently. I feel confident we made the best choice for our family's future. I'm grateful for their guidance and professionalism. I highly recommend Richard Morgan and his firm.read more
Genevieve DeMars
Genevieve DeMars
20:12 04 Mar 20
This law firm came highly recommended by someone in the industry. They prepared my very complicated estate, which included real property located in other States. They made the process easy to understand and gave me options on how to handle my estate issues. I have already recommended this firm to friends and family.read more
Christina Wagner
Christina Wagner
18:51 03 Mar 20
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 PrattGeorgiaread more
William Pratt
William Pratt
17:10 17 Nov 19
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.read more
Fisher Fisher
Fisher Fisher
14:04 13 Nov 19
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.read more
Lou Tirino
Lou Tirino
19:37 11 Nov 19
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!read more
Hillary Neaf
Hillary Neaf
17:04 08 Oct 19
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.read more
darby clark
darby clark
20:19 25 Sep 19
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.read more
Sheilagh Mayberry
Sheilagh Mayberry
19:11 06 Sep 19
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.read more
Sheilagh Mayberry
Sheilagh Mayberry
19:11 06 Sep 19
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.read more
Michael Hampton
Michael Hampton
11:22 19 Aug 19
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.read more
J. Tyler Tippett
J. Tyler Tippett
23:44 18 Jul 19
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.read more
J. Tyler Tippett
J. Tyler Tippett
23:44 18 Jul 19
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!read more
Robert Riggins
Robert Riggins
13:16 20 Jun 19
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!read more
Robert Riggins
Robert Riggins
12:54 20 Jun 19
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.read more
Scott Merritt
Scott Merritt
15:45 08 Jun 19
Excellent service, very thorough, so glad I found you! Also thanks for the referral to other great professionals! Much appreciated.
Tracey Grace
Tracey Grace
14:53 24 May 19
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.read more
Regina N
Regina N
21:31 10 May 19
Such a pleasure working with Richard Morgan and his firm. They were professional, efficient, honest, and thorough. I highly recommend them.
Kerrie Napoli
Kerrie Napoli
20:09 09 Apr 19
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!!read more
Donna Allen
Donna Allen
21:11 02 Apr 19
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.read more
Dean Pilkington
Dean Pilkington
19:47 02 Apr 19
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.read more
Kristen Lady
Kristen Lady
20:22 21 Mar 19
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.read more
Eric Wolf
Eric Wolf
23:39 04 Feb 19
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 Krugmanread more
eva krugman
eva krugman
15:37 02 Feb 19
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.read more
James Lucarini
James Lucarini
21:57 10 Dec 18
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.read more
Rebecca Kirson
Rebecca Kirson
22:44 22 Aug 18
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.read more
T Simonds
T Simonds
15:39 22 Aug 18
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.read more
Susan Kolotilin
Susan Kolotilin
15:59 30 Jul 18
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.read more
Bill House
Bill House
18:01 28 Jul 18
Mr. Morgan is very professional on could not be more informed or up to date on trust law in Georgia. Highly recommend!
Jack Winters
Jack Winters
16:06 09 Jul 18
This was my first time creating a Trust, Will and Estate Planning. I had a lot of questions and Richard took the time to answer all of them. He made sure I was comfortable with the information and presented me with the various options to consider. The completed documents were very thorough and comprehensive. His team is great to work with as well and I will definitely recommend him to friends.read more
Jim Holder
Jim Holder
19:20 29 Jun 18
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!read more
dan graveline
dan graveline
14:52 28 Jun 18
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.read more
jkonzelmann1
jkonzelmann1
14:20 23 Apr 18
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.read more
Luis Rivera
Luis Rivera
16:32 01 Mar 18
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.read more
Mansoor Ansari
Mansoor Ansari
19:16 20 Feb 18
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.read more
Dennis Dolan
Dennis Dolan
18:43 10 Feb 18
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!read more
Dave Dunn
Dave Dunn
21:20 27 Jan 18
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.read more
Hassan Rifaat
Hassan Rifaat
03:54 12 Jan 18
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.read more
Lea A
Lea A
18:22 30 Dec 17
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.read more
Marty Amschler
Marty Amschler
23:57 27 Dec 17
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.read more
Mark Streit
Mark Streit
15:32 18 Dec 17
Richard is very knowledge and was patient in explaining Georgia trust law.
Patricia Lee
Patricia Lee
12:47 05 Nov 17
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.read more
Larry B
Larry B
19:54 19 Sep 17
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!read more
Lisa B
Lisa B
19:32 14 Aug 17
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.read more
David Fincher
David Fincher
19:06 07 Mar 17
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. read more
Melody Roche
Melody Roche
00:07 02 Dec 16
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!read more
Bradley Crowley
Bradley Crowley
14:44 24 Aug 16

Passionate Estate Planning Attorneys

Richard Morgan and Loraine DiSalvo formed a partnership because of a shared passion for helping all kinds of Georgia families create sound plans for the inevitable changes that happen in life. Morgan and DiSalvo strongly believe that every person needs and deserves complete and carefully customized estate planning services, and they’re dedicated to providing these services and protecting the interests of their clients with every change that happens throughout their lives, and beyond.

Loraine DiSalvo
Richard M. Morgan, Esq.
Allison L. Byrd
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