Financial and Estate Planning Attorney in Lakewood, CA
Trusted Law Firm for Wills, Trusts and Estate Plans
At McKenzie Legal & Financial, we offer a variety of estate planning services that help you live your life with confidence. Our financial and estate planning law firm can help you plan for retirement, end-of-life-care, and beyond.
Thomas L. McKenzie is a registered Financial Consultant and a top-rated Estate Planning Attorney in Lakewood, CA. Our lawyer works across a broad range of areas to make sure your final wishes are carried out the way you want.
THE CITY OF LAKEWOOD, CALIFORNIA
Lakewood is a city in Los Angeles County with a population of roughly 80,000. It is a planned community that was established in 1954.
Because of the low-interest rate on the mortgages and lack of down payment, real estate companies were swamped with over 30,000 interested parties. They continued to get attention as months wore on. These companies built houses at astonishing rates, with a record of 110 in one day.
In the early 50s, Lakewood was transformed from open land into a community of over 17,500 houses and continued to grow. In 1953 it established itself as a city that is part of the LA County. It contracted LA County services such as the police department and other public services, becoming the first official contract city in the nation.
Today, the largest employer in Lakewood is its school district, with its regional medical center coming in second. The city is also home to the Lakewood Center, one of the oldest malls in the US.
ESTATE PLANNING IN LAKEWOOD, CA
McKenzie Legal & Financial offers estate planning services tailored to residents of Los Angeles County. After years of working in Southern California, we have unique insight into the local courts and the best approach to take in estate and other financial planning.
Our attorney has spent over 20 years practicing law in the field of estate planning. He is also a registered financial consultant with many years of experience guiding clients on investments and other financial decisions.
We use a three-pronged planning approach that includes an estate plan, a financial plan, and a long-term care plan. Many people overlook the importance of having a long-term care plan, but it can ensure the quality of their lives and increase their chances of recovery.
By offering comprehensive financial planning services, we can create a more cohesive plan that will protect you and your family. Getting all of your financial planning services from one attorney can also be more cost-efficient than going between various providers.
THE BASICS OF ESTATE PLANNING
As you age, estate planning becomes more important. Creating a solid will establishes your final wishes and allows you to divide assets among your loved ones.
Trusts are also useful tools in estate planning. They provide more control over how your assets are distributed. They’re also private, unlike wills, which means that your assets won’t be a matter of public record.
Trusts can be quite complex, and they’re excellent for protecting wealth and assets. For example, they can hold an inheritance for a child until they reach a certain age. You can also limit a beneficiary’s access if they have substance abuse issues or other problems that affect their ability to handle money responsibly.
Schedule a free consultation with our Lakewood estate planning attorney so you can learn more about our services. Contact us at McKenzie Legal & Financial today to see how estate planning can benefit you.
OUR FINANCIAL AND ESTATE PLANNING SERVICES
We are a full-service financial law firm specializing in estate plans, long-term care, and real estate consulting. Our services:
- 3-Pronged Estate Planning Approach
- Financial Planning
- Living Trust and Estate Planning
- Wills, Durable Power of Attorneys, and Advanced Healthcare Directives
- Elder Law
- Long-Term Care Planning
- Medi-Cal Planning
- Assisted Living, Nursing Home, or Long-Term Care Planning
- Estate Planning for Minor Children
- Special Needs Trusts
- Asset Protection
- LLC (Limited Liability Company)
- Pre and Post Death Planning
- Trust Administration
- Veteran Estate Planning
- Same-Sex Couples Estate Planning
- Modifying Trusts
Proper family estate planning and asset protection requires the skills of both a highly qualified financial advisor AND a legal planner. It is truly rare to find them both in one company, let alone in one individual. Call us visit our office for estate planning services in Lakewood, CA.