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

News & Events

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

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