Morgan Legal Group P. C. 510 Clinton Square, Rochester, NY 14604

"My wife and I began working with Russel Morgan in 2020. Initially he helped us set up an Irrevocable Life Insurance Trust and dealt with the gift tax matters connected to it. As time went on our relationship expanded into estate planning, something I never really thought about before. Russel created a plan that addressed all my concerns and surprisingly everything he put into action made the entire process smooth and efficient. This was especially important to me during this period. Since then Russel Morgan introduced an annual check up program for my estate plan. It's a concept that encourages me to review what I want to provide for my family and the charitable causes I support. The members of Russel’s team are not skilled and professional but also genuinely caring individuals. They take the time to truly understand your values, principles and goals."

"Assisting a cherished family member with dementia in crafting a comprehensive strategy for their long-term care, managing their finances and assets, updating an outdated will and establishing a trust can be a multifaceted endeavor. It is a process intertwined with emotions as we strive to secure the optimal outcome for our loved one. Recognizing the significance of our mother's evolving needs we understood the importance of taking proactive measures on her behalf. We are immensely grateful to have discovered Russel and his exceptional team! Their unwavering compassion, dignity & respect towards Mum throughout her journey have been truly invaluable ."

"My wife and I chose Morgan Legal to help us with some long-overdue estate planning, and we were lucky to work with Russel. We really appreciated the 'one-stop' shopping aspect of working with him and the team. The whole process was fairly painless and they were great at explaining all the options and nuances of estate planning and helping us work through our choices. Completing the plan with them was a huge relief and lets us sleep easier. Huge thank you for the check-lists and advice! Highly recommend working with them for their terrific service, care, and attention."

"My husband and I came to Morgan Legal in 2018 on an attorney referral. Following our initial meeting, we established a Lifetime Living Trust with Russel Morgan. He provided expert guidance and was always willing to patiently listen and explain through each step. Russel personally re-titled our numerous real estate deeds. He has graciously continued to assist us throughout these four years of association, and we are happy to have him around. We so deeply appreciate his sound advice and helpful attitude, and we wholeheartedly recommend Morgan Legal."

"My family and I want to extend a thank you to the entire law firm for your support in our time of need. The professionalism, guidance, knowledge of the law, and attention to detail shown by the entire Morgan Legal staff made a very difficult time in our life less stressful. The law firm's expertise, timeliness, and just knowing you had our back got my family through this. I want to say a special thanks to Russel Morgan for going the extra mile, all the behind the scene calls, emails, and prep work on this case did not go unnoticed. Thank you all for keeping us informed every step of the way."