Search
Close this search box.

Our Promise to you is:

WEALTH MADE CLEAR

Because with clarity comes confidence that you’re getting real results.

The Financial Freedom Blog

All     Podcasts     Articles     Videos

Estate Planning and Your Will – Legal Doesn’t Mean Effective

In light of COVID-19, many people have turned their minds to their estate plans.  One news report indicated that a Canadian online Will-creation site saw an increase in sales of 700% from the same period last year.

A Will is the cornerstone of any estate plan, and creating one on your own is not difficult these days using the support of a Will kit or online tool.  However, there may be good reasons why more thoughtful planning can be beneficial.

Read this article for tips to make your Will both legal and effective.  The Wong Group is here to help with tax and estate planning services aligned with your overall holistic financial goals.

Estate Planning and Your Will

RECEIVE OUR MONTHLY MARKET UPDATE







Smart Risk Book

Book a Complimentary Consultation with Maili Wong, ranked one of Canada’s Top Wealth Advisors for two consecutive years or contact us to receive a complimentary signed copy of her best-selling book, Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life.