Morgan and DiSalvo, P.C.

I used Morgan and DiSalvo Estate Planning for Trust planning and creation. Richard walked us through each step of the process with straightforward explanations and willingness to clarify any issues. He combined an intricate knowledge of the current laws and requirements with warmth and friendliness. I really appreciated that. Everything was handled smoothly, in a timely manner and with the utmost professionalism, including interactions with his wonderful staff. We feel confident in our choice to use this firm and will do so for any necessary updates or revisions. A definite 5 star. I highly recommend.

My wife and I just wrapped up our estate planning with Richard and we could not be more pleased with the results. The Trust and related documents are all completed and extremely thorough, and we learned quite a bit in the process. Richard's experience and understanding of the financial issues were first rate, and as two CPAs we appreciated his experience and knowledge. Richard understands and explained all we needed to make a truly informed decision on what we needed to protect our family and resources. Richard and his staff made us feel welcome and respected during the process. Morgan & DiSalvo was truly a great find for us.

Loraine DiSalvo has handled all of my Estate needs for several years. Great advice that has served me well. She has drafted a variety of estate planning documents to comply with changes in the law. Very happy with her work.

We needed to update our estate documents from 2007. Thank goodness we decided to trust Morgan and DiSalvo. Richard listened to our needs, and then prepared a comprehensive solution that included an entire package of will, trust, power of attorney, Health Care Advance Directive, and all ancillary documents that were needed. The firm also contacted relevant outside parties that were affected. Thanks so much for a great experience.

We 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.