Helping individuals and families preserve and control their wealth since 1995. We provide our clients with customized advice based on their actual needs, goals, and desires.
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Alpharetta, GA
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Helping individuals and families preserve and control their wealth since 1995. We provide our clients with customized advice based on their actual needs, goals, and desires.
Extremely professional and a genuinely caring individual. Goes above and beyond my expectations.
Our wealth manager, having interviewed many attorneys in the field, suggested Richard Morgan to redo our wills. It was an excellent experience and I am sure that it was done right.
attentive professional who explained options and helped guide through the process
We interviewed with Richard Morgan to update our will. From his questions about our situation he identified a need for a special need trust that we were not aware of the implications. His knowledge, attention to detail and professionalism prevented an error on our part. We were very satisfied with out trust and will solution.
Caring professional that I would recommend to anyone.
Loraine is a true professional. She is extremely detailed in making sure all potential issues are taken into consideration. I would (and have) recommend Loraine.
I found Richard to be highly professional, very knowledgeable, and a pleasure to do business with.
Second time we have used the firm. Both experiences have been excellent. Particularly liked the small practice flavor with active involvement of the principles. Richard provides a quality product and attention to detail. He takes the time to assure that all your questions are answered. Especially liked the fixed fee agreements so that the costs of the process are known up front.
Lorraine was very good at listening to what my intentions and concerns were and translating them into the proper legal language. She was also very helpful in explaining the pro's and con's of various options. Lorraine was very responsive and timely in her work. I had previously had a bad experience with attempting this type of Will/Estate Planning previously and the experience was very negative. Lorraine was just the opposite experience and she was wonderful to work with.
She was very friendly and knowledgeable about what we needed for our situation. Excellent lawyer.
5755 North Point Pkwy., Ste. 17Alpharetta, GA 30022-1143U.S.A.
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