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

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