Downey Estate Planning Attorney

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

Downey Estate Planning Attorney

At McKenzie Legal & Financial, we offer a variety of estate planning services in Downey 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 Downey, CA. Our lawyer works across a broad range of areas to make sure your final wishes are carried out the way you want.

Downey, California

Downey is a city in southeast Los Angeles county. It’s considered a gateway city between Los Angeles and Orange County and has a population of about 111,000. The oldest operating McDonald’s restaurant is in Downey and it has been there since 1953.

When the city was first founded, dairy was one of its main industries. Before World War II, it became known for crops like castor beans and fruit, especially oranges. After the war, the area was developed, and houses and factories were constructed.

Downey was also home to an aviation company that built 15% of the American aircraft in 1941. The company transferred ownership several times—but North American Aviation kept ownership when it became the birthplace of systems used in the Apollo Space Program and Space Shuttle.

The largest employer in the city is Kaiser Permanente, with the Stonewood Center mall coming in second. Downey Unified School District and the Rancho Los Amigos National Rehabilitation Center also employed over a thousand residents of Downey.

Why You Need an Estate Plan

Creating an estate plan is the best way to protect your loved ones from the hassle and legal expense of an extended probate court case. McKenzie Legal & Financial specializes in estate planning, and our legal team will work tirelessly to meet your unique needs.

The specifics of your estate plan depend upon your finances, the people you want to include as beneficiaries, and more. While wills can be used to divide your property, they may not be the best choice for everyone.

Wills are a matter of public record, while trusts are kept private, making them a better option for those who want privacy for themselves and their beneficiaries. Trusts are also useful for asset protection.

Our law firm has expertise in asset protection of all kinds, including asset protection for Medi-Cal eligibility. We can also keep assets safe for beneficiaries who can’t manage their own inheritances, such as minors or those with addiction issues.

Our legal team can handle even the most complicated situations with the care and attention they deserve. Mr. McKenzie has many qualifications from organizations like the United States Veterans Administration and the National Academy of Elder Law Attorneys, making him the ideal person to handle special cases. 

Finding an Estate Planning Attorney in Downey, CA

A skilled estate planning attorney can help you navigate confusing legal concepts and complex financial situations to create a solid plan for managing your estate.

Our estate planning attorney has over 20 years of experience working on estate plans and providing financial advice. He’s uniquely able to help clients make the most of their estates. Whatever your goals, Mr. McKenzie will work with you to meet them.

Set up a free consultation with our attorney. During the meeting, you can go over the basics of your finances and your estate concerns. Mr. McKenzie will go over the possible solutions to your legal issues.

Contact us at McKenzie Legal & Financial today!