At Morgan & DiSalvo, P.C., we understand that every individual's circumstances are unique, and so should their estate and tax planning. Our team of experienced attorneys is dedicated to providing personalized solutions tailored to meet the specific needs and goals of our clients. With years of expertise in estate planning, probate, special needs planning, and tax planning, we are committed to helping individuals and families navigate the complex world of estate planning.
Our Mission
Our mission is to provide comprehensive and customized estate planning solutions that prioritize our clients' wishes, goals, and inheritance preferences. We believe that every individual deserves a personalized plan that addresses their unique circumstances, ensuring their wealth is distributed according to their desires, reducing death and inheritance taxes, and establishing advocates to oversee their healthcare and safeguard minor dependents.
Our Expertise
Our team of experienced attorneys specializes in a range of estate planning services, including:
- Estate Planning: We customize all planning documents to meet our clients' specific needs, reducing the choices that loved ones need to make during an emotional time.
- Probate: Our attorneys are well-versed in the probate process and are ready to help navigate the complexities of probate courts.
- Special Needs Planning: We understand the unique challenges faced by families caring for special needs loved ones and develop long-term planning documents that map out housing needs, identify care providers, and help secure financial assets.
- Tax Planning: Our tax attorneys focus on reducing or deferring taxes based on an individual's income or activities, and help clients deal with tax controversies.
Our Values
At Morgan & DiSalvo, P.C., we value:
- Personalized service: We take the time to listen to our clients' needs and develop customized solutions that meet their unique circumstances.
- Expertise: Our team of experienced attorneys has decades of experience in estate planning, probate, special needs planning, and tax planning.
- Integrity: We are committed to providing honest and transparent guidance, always putting our clients' interests first.
- Compassion: We understand the emotional complexities of estate planning and approach each client with empathy and understanding.
Join Our Community
At Morgan & DiSalvo, P.C., we are dedicated to helping individuals and families navigate the complex world of estate planning. Join our community today and take the first step towards securing your future and the future of your loved ones.
Estate Planning Services
The law firm of Morgan and DiSalvo has received consistently high praise from clients for their excellent service and expertise in estate planning. The attorneys, including Richard Morgan and Loraine DiSalvo, have been commended for their patience, knowledge, and professionalism in guiding clients through the complex process of estate planning.
Key Strengths
- Knowledge and expertise in estate and tax laws
- Patient and responsive to clients' needs and questions
- Ability to explain complex legal jargon in a clear and understandable manner
- Professional and courteous staff
- Ability to tailor estate plans to individual clients' needs
- Efficient and timely service
Client Experience
Clients have reported feeling confident and reassured by the attorneys' expertise and guidance throughout the estate planning process. They have praised the firm's ability to explain complex legal concepts in a clear and concise manner, making the process easier to understand and navigate.
