Business Details
About
Estate Planning AttorneyFinancial Law AttorneyTrusts & Wills Attorney
Being recognized among the most trusted estate planning attorneys in the state of Georgia is only part of what sets us apart from other local law firms. We have been serving clients throughout Atlanta, Roswell, and Alpharetta since 1995. We build relationships with our clients and assist them in planning for life and death matters. Whether you need help with drafting a will or power of attorney, estate planning, or business succession plans, we are here to help! Life changes and we help you plan for it. Call us today to schedule a consultation!
Details
- Requires appointmentNot available
- Online appointmentsAvailable
- Onsite servicesAvailable
- Free parking lotAvailable
Location
Hours
Reviews
5.0
152 reviews
5 stars
152
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What are people saying?
AI-generated from recent customer reviews
Expertise
Customers consistently praised the knowledge and expertise of Richard Morgan and Loraine DiSalvo in estate planning.
Communication
Many reviews highlighted the clear, thorough, and patient communication style of the attorneys, making complex legal concepts easy to understand.
Professionalism
The firm was frequently described as professional, organized, and efficient throughout the estate planning process.
Customer Support
Clients appreciated the responsive and supportive nature of the staff, who were attentive to their needs and questions.
Overall Satisfaction
Overall, customers expressed high satisfaction with their experiences, often recommending the firm for estate planning needs.
- CBChristine BellOct 6, 20255.0We had a great experience with Richard Morgan and all of the staff at Morgan and Disalvo. Richard was extremely thorough with all of our estate planning options, and he was an excellent resource as we were going through the process. He provided great advice, detailed explanations, and high expertise for our personal estate planning needs and goals. Everything moved very smoothly from our initial meetings, to the review, and finally the signing of our estate planning documents. We would highly recommend Richard Morgan (and all of the staff at Morgan and Disalvo) as the entire estate planning process was organized, efficient, and effective.
- NCNicholas CanitanoSep 25, 20255.0Richard explained everything and made the process very easy. I would highly recommend him and his team.
- ASArvil StanfordSep 22, 20255.0"My wife and I hired Loraine DiSalvo from Morgan and DiSalvo, P.C. to assist us with our estate planning. From the initial consultation, they were patient, knowledgeable, and explained every step of the process in a clear and easy-to-understand manner. Loraine and her staff were consistently responsive and kept us informed of all progress. We felt completely supported throughout the entire project. Thanks to their expertise and guidance, we achieved an excellent result. We are so grateful for their hard work and highly recommend Loraine to anyone in need of legal counsel. They are truly professional.
- LRLydia RabinowitzAug 23, 20255.0My husband Paul and I put off for years updating our wills and creating an estate plan with trusts set up for both of us. Allison and Richard put a tremendous amount of time and effort and came up with the perfect plan for us. We highly recommend them!
- PKPeggy KiernanAug 20, 20255.0We used Morgan and DiSalvo for estate planning and really appreciated Richard and the team's thoughtfulness, diligence and patience in working with us. The team was extremely responsive, and Richard took time to answer all of our questions. We were really intimidated by the thought of having to set everything up, but they held our hands through it. Highly recommend.
Frequently Asked Questions About Morgan and DiSalvo, P.C.
What is the price to update a Will?
It depends on the complexity of your plan, and whether you need or want a Will or Revocable Living Trust (RLT) as your primary estate planning document. We have a list of standard fees for various packages of documents, but the final fee for any given client depends on exactly what documents that client decides to have us prepare and how the plan contained in those documents is structured, and we don't know that until we have had an estate planning consultation with the client so that we can learn enough about the client's wishes, assets, and family situation to help them develop a plan that best suits them.
What is Probate?
Probate is the process by which a deceased person’s Will is formally recognized as valid by the applicable Probate Court. 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.
How do I sell an estate property that has a lien?
As the Executor of the estate, you can negotiate for the sale of the property held by the estate. If the property has a home equity line on it, the balance due on that loan will need to be paid off, either before the sale or as part of it. It's something a real estate closing attorney should be able to help with- it's no different than selling any other property that has a loan on it, except that you'll be selling as the Executor of an estate instead of as the individual property owner.
What state should I file probate in?
What you need to know to determine where a person’s Will should be offered for probate is where their principal residence was located at the time of death or, in more technical terms: Where they were domiciled? The answer to this question is not always easy, but basically, you look at things like: Where were they registered to vote? Where was their driver's license issued (and where were any other licenses they may have held issued)? Where was their job, if they had one? Where did they most often stay? Where was their vehicle registered? Where were their memberships in such groups as a house of religious worship, social clubs, or professional groups? What address did they use to file income taxes?
What sets you apart from other local estate attorneys?
Morgan and DiSalvo, P.C. is led by attorneys Richard Morgan and Loraine DiSalvo. Their reputation for personal service and compassion, combined with their expertise in estate planning, tax law, and dispute resolution, has earned Morgan and DiSalvo the highest ratings from multiple attorney rating agencies, including the well-respected Martindale-Hubbell Peer Review Rating every year since the firm’s inception in 1995. Additionally, the firm is recognized by Best Law Firms as one of the few firms in Georgia to achieve its “Tier 1” Best Law Firms rating in the area of Trust and Estate Law.
What services does Morgan and DiSalvo, P.C. offer?
They offer estate planning, estate gift and tax planning, business succession planning, charitable gift planning, estate administration, estate and trust disputes, collaborative dispute resolution, long term care planning, and special needs planning.
What are the office hours for Morgan and DiSalvo, P.C.?
The office is open Monday to Friday from 9:00 AM to 5:00 PM and is closed on weekends. Office hours are currently available by appointment only.
How can I contact Morgan and DiSalvo, P.C.?
You can contact them by phone at +1 678-720-0750 or email at info@morgandisalvo.com.
What payment options does Morgan and DiSalvo, P.C. accept?
They accept American Express, Cash, Check, Discover, MasterCard, and Visa.
What sets Morgan and DiSalvo, P.C. apart from other estate attorneys?
The firm is led by attorneys Richard Morgan and Loraine DiSalvo, known for personal service, compassion, and expertise in estate planning, tax law, and dispute resolution. They have received top ratings from multiple attorney rating agencies since 1995 and hold a Tier 1 Best Law Firms rating in Trust and Estate Law in Georgia.
What is probate and why might I need a probate lawyer?
Probate is the legal process where a deceased person's Will is officially validated by the Probate Court. A qualified probate lawyer can help ensure the deceased's wishes are accurately fulfilled and beneficiaries receive their due share timely and without excessive taxation.
Where is Morgan and DiSalvo, P.C. located?
Their office is located at 5755 N Point Pkwy #17, Alpharetta, GA 30022, USA.
Are there any nearby legal or real estate services close to Morgan and DiSalvo, P.C.?
Yes, nearby legal services include Dickenson & Dickenson Law, Titus Law, LLC, and Oles Law Group. Nearby real estate agents include Mary Lesley Homes, Com and Walther Law, LLC, which also provides real estate law services. These can be useful for clients needing related legal or property assistance.
What nearby services are available for health and wellness if I visit Morgan and DiSalvo, P.C.?
Nearby health and wellness services include Trinity Psychological Services and Trinity Psychology & Wellness for mental health, Alpharetta Endodontics PC and Douglas A. Sands for dental needs, and Bloom Aesthetics & Wellness for medical aesthetics and pharmacy services.
What local amenities can I visit around Morgan and DiSalvo, P.C.?
Nearby you can find North Point Marketcenter for shopping and professional services, North Point Eye Care for eye care needs, Haus of Glow Beauty Bar for spa services, and SoPosh Artistry for beauty and makeup services. These places can be convenient if you are visiting the area for your appointment.