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Estate Planning on Your Terms
Estate & Tax Planning
Probate & Administration
Dispute Resolution
Elder & Special Needs Planning

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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. If you’ve come this far, it is probably time that you scheduled an appointment with one of our attorneys to get all of your questions answered. Simply contact our Office Administrator at info@morgandisalvo.com and she will coordinate the details.
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Probate and Administration

Probate and Administration

The Probate Courts themselves advise people to retain the services of a good probate lawyer whenever they delve into estate matters.  The best way to be certain that the wishes of the deceased will be carried out to the letter, and that beneficiaries will receive what is due them in a timely manner and without excessive taxation, is to engage the services of a qualified Atlanta probate law firm.

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Dispute Resolution

Estate, Trust, & Tax Disputes

Resolving delicate issues related to the wishes of an heir, personal or estate tax liabilities, or disputes among business partners often is best handled by a professional trained intermediary – a lawyer. Our Alpharetta-based attorneys bring sensitive and sound judgment to muddled conversations and can assist in professional representation and preparation for IRS audits, collaborative processes and litigation when necessary.

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Elder and Special Needs Planning

Elder and Special Needs Planning

Seniors encounter three pressing issues of aging: maximizing medical insurance benefits, identifying social and housing needs, and assessing financial ability to pay for their needs over the long term. The issues facing caretakers of special needs family members are not all that different; they just are accompanied by a longer horizon. Working with an experienced and certified professional can help you plan for maximum comfort and longevity.

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Google Reviews

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
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
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
Richard is very knowledge and was patient in explaining Georgia trust law.
Patricia Lee
Patricia Lee
12:47 05 Nov 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 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
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
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

Estate Planning Services

2012 Tax Act Update

Special Needs Planning

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SSA vs. SSI Benefits

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Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report – Best Lawyers for Sixth Consecutive Year