(925) 271-5347
samsonteam@peak360wealth.com
Client Login
Samson Chan Home
Samson Chan Home
  • Home
  • About Us 
    • Our Firm
    • Our Team
  • Our Services
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Knowledge 
    • FAQ
    • Webinars
    • Glossary
    • Tax Resources
  • Appointment
  • Contact
Client Login

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Emergency Fund Calculator

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

Contact

Office: (925) 271-5347

Fax: 925-848-3810

2633 Camino Ramon

Suite 452

San Ramon, CA 94583

Securities Series 7, 63, 66, 26, Life, Health, Long Term Care Insurance License

samsonteam@peak360wealth.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Peak 360 is not affiliated with Integrity Wealth.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.

Integrity FORM CRS

Check the background of this firm onFINRA's BrokerCheck