Estate Planning

estate planning checklist for california residents

Estate Planning Checklist for California Residents

How to Include Your Stepchildren in Your Estate Plan

What You Need to Know About Creating a Military Estate Plan in California

importance of including your pet in your estate plan

The Importance of Including Your Pet in Your Estate Plan

why is it important to review your estate plan

Why is it Important to Review Your Estate Plan?

3 Estate Planning Tips for Self-Made Individuals

Estate Planning and Succession Planning for Business Owners in California

How to Include Your Grandchildren In Your Estate Plan

how to preserve retirement in a tough economy

How to Preserve Retirement in a Tough Economy

keeping property in the family

Using LLCs and Partnerships in Estate Planning to Keep Property in the Family

estate planning and foreign assets

Estate Planning and Foreign Assets

estate planning and educational savings

Estate Planning and Educational Savings

Estate Planning Guide for Second Marriages and Blended Families

veterans benefits aid and attendance

Estate Planning for Veterans Benefits – Aid and Attendance

Retirement and Estate Planning

Estate Administration in California When There is No Will

Using an LLC for Estate Planning

estate planning for unmarried couples

Estate Planning for Unmarried Couples

« Previous 1 2 3 Next »

A Proud Member of

Lawyer Of Distinction

NAELA

IARFC

FPA

Elder Counsel

ELA

Get your assets in order and protect your loved ones! Schedule a consultation

McKenzie Legal & Financial - Thomas L. McKenzie, Esq.

2631 Copa De Oro Dr, Los Alamitos, CA 90720

© 2025 McKenzie Legal & Financial. All Rights Reserved.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.

"This communication is strictly intended for individuals residing in the state(s) of CA, AZ, NV, OR. No offers may be made or accepted from any resident outside the specific states referenced."