Our Cerritos Estate Planning Attorney is Here to Help

Top-Rated Law Firm in Southern California for Wills, Trusts, and Estate Plans

Proper estate preparation protects your loved ones against lengthy court cases and expensive costs after your passing. Let us help you plan, call us today!

At McKenzie Legal & Financial, we offer a variety of estate planning services in Cerritos that help you live your life with confidence. Our financial and estate planning law firm can assist you in planning for retirement, end-of-life care, and beyond.

Thomas L. McKenzie is a registered financial consultant and a top-rated estate planning attorney in Cerritos, CA. Our lawyer works across a broad range of areas to make sure your final wishes are carried out the way you want.

Cerritos. California

Cerritos is a city in Los Angeles County right along the border of Orange County. The city’s name means little hills in Spanish, and it was once part of a Spanish Land Grant.

It has a median income of approximately $109,000 a year, which is notably higher than the national median. More than half of the residents over the age of 25 have a bachelor’s degree or higher.

United Parcel Service (UPS), is the top employer in Cerritos, with the local school district coming in second. The Los Cerritos Shopping Center and Cerritos Industrial Park are also notable centers of employment. The latter is a hub for light manufacturing, electronics,  and automobile production.

Cerritos is also known for its notable public arts and culture. Its robust Art in Public Places program includes many sculptures and fountains on commercial and city property. Its proximity to Los Angeles means it’s also a popular filming location.

The Cerritos Center for Performing Arts hosts live music and theater performances and is known for its movable seating arrangements and room partitions. The city’s public library has unique architecture and design, and it was the first building in the United States to feature titanium panels on its exterior. 

Estate and Financial Planning in Cerritos

McKenzie Legal & Financial is a premium law firm devoted to handling legal and financial matters for clients throughout Orange County and Los Angeles. Our team has the expertise in local law to provide useful insight into cases based in Cerritos.

Our attorney provides comprehensive estate planning representation, and he is devoted to helping clients navigate the many complex issues that often come up during the process. Every client has different needs, and we work tirelessly to find solutions to their concerns.

Creating a will and setting up a trust can give you peace of mind and ensure that you are providing for your loved ones in the event of your death. These important documents allow you to express your wishes formally and have them recognized by the law.

We can also help you address other concerns, such as Medi-Cal planning and end-of-life care. Taking the future into consideration often seems like a daunting task, but our attorney can help you cut through conflicting information and find the best solution for your individual situation.

Protect Your Family and Legacy with Estate Planning

Solid estate planning protects your family from long court cases and endless legal expenses. If you don’t create one, or if yours is deemed invalid, then your estate will pass through probate court where judges will determine what happens to your assets. This inconvenience is an unnecessary indignity for loved ones who are already mourning your loss and trying to tie up loose ends.

Working with an attorney makes it easy to protect your wealth and ensure that your beneficiaries receive their inheritances smoothly. We can also find solutions to keep inheritances safe for minors, disabled beneficiaries, or beneficiaries who struggle with handling money.

For example, a special needs trust fund can hold money for a disabled loved one without causing them to lose their government benefits and healthcare. We can also set up trusts that protect an inheritance from loss due to litigation, divorce, and other problems.

Set up a consultation with a reliable estate planning lawyer. Contact us at McKenzie Legal & Financial today!