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.
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.
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.
Google Reviews
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
Excellence all the way around. The attorney and staff were friendly and professional. A pleasure to do business with.
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
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
I enjoyed my experience with Morgan and DiSalvo. They were extremely knowledgeable and answered any questions I had to the fullest extent.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Excellent service, very thorough, so glad I found you! Also thanks for the referral to other great professionals! Much appreciated.
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
Such a pleasure working with Richard Morgan and his firm. They were professional, efficient, honest, and thorough. I highly recommend them.
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
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
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
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
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
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
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
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
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
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
Mr. Morgan is very professional on could not be more informed or up to date on trust law in Georgia. Highly recommend!
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
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
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
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
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
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
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
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
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
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
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
Richard is very knowledge and was patient in explaining Georgia trust law.
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
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
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
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
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
