Morgan & DiSalvo, P.C.

Reviews

• ★ ★ ★ ★ ★
  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.
  By Luis Rivera, March 09, 2018
• ★ ★ ★ ★ ★
  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.
  By Hassan Rifaat, July 14, 2017

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