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Investment Advice for Growing and Preserving my Legacy & Assets

FinancialConsulting& Management

Protecting My Assets for Myself and My Loved Ones

Estate Planning,Living Trusts,& More

Planning fo Assisted Living, Nursing Home or Long Term Care

Elder Law,Asset Protection

The Legal Aspects of Handling the Loss of a Loved One

Probate & TrustRelated Issues

Estate Planning Attorney Los Angeles and Orange County

Proper family estate planning and asset protection takes the skills of both highly qualified financial AND legal advisors. It is truly rare to find them at one company, let alone in one individual.

Thomas McKenzie, founder of McKenzie Legal and Financial, is a special kind of attorney. Not only is Mr. McKenzie a member of the California State Bar, the Trust & Estates section of the bar, an active member of the National Academy of Elder Law Attorneys, Elder Counsel, and an accredited attorney by the United States Veterans Administration. He is also a Registered Financial Consultant, a Series 7 licensed securities broker, a licensed independent insurance broker, and a Series 65 Investment Advisor Representative.

With over 20 years of experience as a financial advisor and estate planning attorney in Los Angeles, Mr. McKenzie is uniquely qualified to handle your legal AND financial needs. When Mr. McKenzie helps you, you get the most comprehensive services to protect you and your family’s assets today, and as you and your loved ones age. Click here to learn more about Mr. McKenzie.

If you need legal advice or for more information about creating or evaluating a Living Trust, contact us today. Our Estate Planning Lawyer in Los Angeles and Orange County, CA can also help with your elder care needs and planning.

Call our office at (562) 594-4200 to schedule your free consultation to discuss your financial and estate planning needs.

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Los Angeles Attorney & Estate Planning Law Firm 

When the average person thinks of an estate, they probably imagine a very wealthy person’s home, property, and belongings. The word “estate” is often used to describe well-to-do residential communities or the occasional high-rent apartment complex. As a legal term, however, the word “estate” has a very specific meaning, which can be a bit confusing at first.

What is an estate, exactly? Who owns them? Do I have an estate? If so, what am I supposed to do about it?

  • Technically, almost anyone who owns a property has an estate. Whether it’s property like a house or land, investments such as stocks and bonds, or even personal property like a car or a collection of clothing; this is all considered an “estate”.
  • The literal legal terminology comes into play when a person is deceased, and their property becomes a matter of public policy – i.e., how that person’s property is distributed among their survivors.
  • The process of arranging those details is what’s properly known as “estate planning.”

The distribution of one’s property after their death is a matter of law in all fifty states. Each state has very precise and exact requirements in regards to estate planning. These safeguards help to ensure the property is passed to the deceased’s beneficiaries exactly as intended. Without these strict requirements, the process could easily generate disputes which can be extraordinarily difficult to manage – even for a court of law.

Ensuring that the fine details are covered before it becomes necessary to distribute property is what estate planning is meant to accomplish. Since it is a matter of law, it’s critical that a qualified and experienced Los Angeles estate planning attorney is involved every step of the way.

California Law and Estate Planning

In some states, when a person dies, it is mandatory that their estate go through a legal process called “probate.” This is when a court of law determines if there is a legally sufficient will in place, or possibly a more elaborate plan like a living trust involved. Based on the contents of the will or the trust, the court then supervises the orderly distribution of the estate’s assets.

If there is no will, no trust and no estate plan, then the court is left to its own devices as to how to distribute property. This rarely satisfies anyone, as the court has no way of knowing the wishes or intentions of the deceased. When this occurs, the courts can only rely on the law itself and the self-serving words of each beneficiary. The word “chaos” comes to mind, and you may have heard of or personally know someone who has been through this struggle before. Hiring an experienced Los Angeles estate planning lawyer can help you avoid any problems and discrepancies regarding your estate.

Certain decisions must be made well in advance to allow for a competent plan of distribution and management of an estate’s assets. The living trust is a good example of the necessity of this kind of planning. If there is real property involved, for example, the title and management responsibilities for each property have to be legally transferred to the trust and must become the purview of the trustee. This can be a complicated process, as many properties may still have mortgages, multiple owners, property tax issues, liens, or other complications. The required amount of paperwork and strict adherence to law can be an intimidating and complex process. Without an estate planning attorney Los Angeles professional, you run the risk of errors – even the tiniest of which can completely invalidate the legality or validity of your will or trust.

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