Modern Wealth Law

As a lawyer myself, I am well able to evaluate the services of another firm, and do so with a jaundiced eye. Mr. Wong and his firm helped my father recently and I monitored everything from day one.

They were very professional, kept all deadlines, and were responsive and patient in explaining everything to my father.

I highly recommend this firm to anyone looking for professional quality representation.

Re: As a lawyer myself, I am ... Modern Wealth Law replied on Thursday, April 8th 2021

Carlos, thank your for trusting us with your father's estate planning. I'm glad we were able to finalize his trust in time.

John Wong and his team were outstanding from the start. All questions and concerns, no matter how small and insignificant, were important to him. He was kind, but also no nonsense; perfect for estate planning. Any family would be lucky to work with John.

Re: John Wong and his team we ... Modern Wealth Law replied on Wednesday, September 25th 2019

Hi Eric, Thank you for your kinds words. I'm glad we were able to assist you with your estate plan last year and your follow up questions this year. If more questions come up, feel free to give us a call.

John is very knowledgeable and thorough. He explained the living trust and all the related questions very well and allowed me times to ask questions.
I highly recommend him .

Re: John is very knowledgeabl ... Modern Wealth Law replied on Friday, September 20th 2019

Hi Miranda, It was a pleasure working with you and your husband. Estate planning for certain professions (physicians, lawyers, real estate developers, etc.) can be especially tricky. I'm glad we were able to create a plan that made sense for your specific situation.

I didn't know what I didn't know, but I did have a very small question. John provided a comprehensive answer to my very small question; and then he proceeded to inform me of items that I needed to think about. This wealth of information that he provided (which was unsolicited) will not only save my family a great deal of money, but will also save us a great deal of pain. John is very knowledgeable and very gracious with his time. If you have any Estate/ Probate questions or concerns, I would highly recommend that you call John and have a talk with him. You never know what critical information you may need to know, but not know to ask.

Re: I didn't know what I didn ... Modern Wealth Law replied on Friday, September 20th 2019

Hi Paul, I'm glad we were able to assist you with some of the tax issues as they relate to estate planning and trust administration. It's not always as simple as it appears. I hope you'll be able to implement this information going forward.

Professional and efficient. They explained everything very clearly. We were happy with our experience.

Re: Professional and efficien ... Modern Wealth Law replied on Friday, September 20th 2019

Dear Shelley, It was a pleasure working with both of you. Good to know that I can even teach a CPA some things about estate and tax planning.

Im posting this review for my parents as they aren't familiar with using google reviews. Below is what my parents had to say.

Our family trust was long overdue for updating but our previous estate lawyer had retired. My wife and I started asking around and John Wong of Modern Wealth Law was highly recommended by our close friends. We chose to use his services and could not be more pleased with the results. John Wong and his staff were not only efficient and knowledgeable, but also a pleasure to work with. They guided us through the process with ease and we are completely satisfied.
We will recommend Modern Wealth Law, to all our friends and family.

Respectfully,
Mr. & Mrs. Thomas R. Roberts

Re: Im posting this review fo ... Modern Wealth Law replied on Friday, September 20th 2019

Your parents were a joy to work with as well. One of the reasons many clients work with us is because their previous attorney has retired and they need start from scratch. We look forward to being able to assist your parents in the years to come should their circumstances change again.

Anne Wang opted not to leave a text review of Modern Wealth Law

Mr. John Wong is the consummate professional! I was unclear about the pros and cons of irrevocable and revocable trusts and he presented the information in such a clear and concise way. He was so generous of his time and very prompt with all of his responses to my questions. He is definitely an expert in his field and his kindness was much appreciated.

Re: Mr. John Wong is the cons ... Modern Wealth Law replied on Tuesday, September 11th 2018

I'm glad we were able to help you better understand your options regarding different types of trusts. As always, feel free to call us if you need additional support. I appreciate you taking time to write us a review.

We were thoroughly pleased with the work that Modern Wealth Law did to update our Trust. They made clear and excellent suggestions for modifications to clarify our intentions. We couldn't be happier and give MWL the highest recommendation for friendly and competent service!

Re: We were thoroughly please ... Modern Wealth Law replied on Tuesday, September 11th 2018

Thank you for making the trek to see us. We are happy to have assisted you with your plan and look forward to working with you again in the future.

My wife and I were given a referral to John Wong at Modern Wealth Law by our accountant. We had an urgent need to start a trust. The trust had some unusual needs, but John had no problem incorporating them. The office is easy to get to and is beautiful. The process was quick and efficient. We highly recommend Modern Wealth Law.

Re: My wife and I were given ... Modern Wealth Law replied on Tuesday, September 11th 2018

I'm glad we were able to put together a customized plan that met your needs. I appreciate the 5 star review and your willingness to refer us to others.