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Investment Advice for Growing and Preserving my Legacy & Assets

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Estate Planning Attorney Los Angeles and Orange County, CA

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 or law firm in California, let alone in one individual.

Thomas McKenzie is a special kind of attorney. He is the founder of McKenzie Legal and Financial law firm, a premium law office serving clients in Los Angeles and Orange County. Not only is Mr. McKenzie a member of the California State Bar, the Trust and Estates section of the bar, an active member of the National Academy of Elder Law Attorneys, Elder Counsel, and one of the accredited attorneys 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. You may also read more about his practice as a trust administration lawyer in Orange County or check out his services as a Los Angeles living trust attorney.

 

Our Los Angeles Estate Planning Lawyer Will Help You Prepare For The Future

With over 20 years of experience as a financial advisor and estate planning attorney in Los Angeles and Orange County, Mr. McKenzie is uniquely qualified to handle your legal case AND financial needs. When Mr. McKenzie helps you, you get the most comprehensive estate planning services. Our certified estate planning lawyer in California can help to protect you and your family’s assets today, and as you and your loved ones age.

Mr. McKenzie is an expert in lawyer-client dialog, providing full service estate planning representation and advice. He is very transparent and gives a personal guarantee to all of his clients on estates, trusts, probate, guardianship, tax planning, and litigation. Each and every Living Trust, Durable Power of Attorney and other estate planning documents, is PERSONALLY drafted by him in accordance with your unique circumstances and limited scope.

If you need advice on legal matters or for more information about creating or evaluating a Living Trust, contact us today. We have one of the top estate planning attorneys in Orange County and Los Angeles. We can also help with elder law services and medi-cal planning needs.

Thomas McKenzie’s lawyer profile reviews and Avvo rating are proof that he is very experienced in court and well-versed with the California Estate Planning Law. He is one of the most versatile estate planning lawyers providing estate and financial consulting as well as real estate services. Learn more about Mr. McKenzie as a dedicated estate planning attorney in Orange County.

Secure the future of your children today! 

Call our law office at (562) 594-4200 to request consultation on family or real estate business planning in Los Angeles and Orange County, CA. You can also come to our free seminars, we’ll teach you simple ways to avoid costly mistakes and how to protect your family, your home and all of your important assets. We are ready to discuss your financial and estate planning needs.

Schedule A Free Estate Planning Phone Consultation. Contact Us Today.

We provide legal services through phone, email, and fax so you don’t need to travel.

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Los Angeles Trust Administration & Estate Planning Lawyer from a Top-Rated Law Firm

 For Cost-Effective Solutions to Meet Your Legal and Financial Needs

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?

  • Full Service Estate Planning To Secure Your FamilyTechnically, 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. Since it is a matter of law, it’s critical that a qualified and experienced estate planning attorney is involved every step of the way.