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At the forefront of McKenzie Legal and Financial, Thomas McKenzie leads with innovative foresight, guiding our Lakewood estate planning attorneys. As an adept financial advisor and legal planner, Thomas takes a hands-on approach, meticulously designing and personalizing each document to avoid the use of generic, widely used templates. This commitment ensures a customized experience, with documents finely tuned to meet the specific needs of each client comprehensively.

Overlooking the guidance of a skilled Lakewood estate planning attorney can result in significant legal complications, unresolved disputes, and unforeseen expenses. At McKenzie Legal & Financial, we counteract these potential issues with customized solutions, providing detailed coverage tailored to the distinctive needs of our clients. Our experienced Lakewood estate planning attorneys expertly manage legal complexities, ensuring asset protection and the preservation of legacies. Engaging with us grants you access to specialized knowledge, personalized care, and a thorough planning process, essential for safeguarding your financial future through strategic estate planning.

As the definitive choice for estate planning, McKenzie Legal & Financial is celebrated for its extensive expertise and consistent achievements. Our dedicated Lakewood estate planning attorneys are focused on crafting bespoke solutions, meticulously guiding you through the estate planning process. Collaborate with us to explore the specific aspects of your plan, benefiting from customized strategies that are in sync with your unique needs. We encourage you to request a complimentary 30-minute consultation to discover how our integrated financial and legal planning can effectively streamline the estate planning process for you.

Our distinct dedication to excellence is what sets us apart. Every client is treated with personalized attention, ensuring a comprehensive strategy that aims to protect their financial future through estate planning. Count on McKenzie Legal & Financial for our unwavering commitment to enhancing your plan and ensuring the long-term protection of your legacy. Select us as your estate planning partner in Lakewood, making our expertise the foundation of your financial security. Reach out to our legal professionals at 562-526-6941 to empower your financial future through estate planning and protect your legacy.

Why Entrust Your Estate Planning to Lakewood Attorneys from McKenzie Legal & Financial?

  • Customized Strategies - Our Lakewood estate planning attorneys deliver individualized strategies, formulating bespoke solutions that perfectly cater to your specific needs.
  • Demonstrated Expertise and Success - With a history of success, McKenzie Legal & Financial is recognized for its team of experienced Lakewood estate planning attorneys, committed to navigating you through the estate planning process with precision.
  • Focused Personal Attention - Our commitment to outstanding excellence ensures that each client receives focused attention, leading to a detailed and strategic approach to securing their financial future.
  • In-depth Legal Strategy - Trust in our comprehensive approach to estate planning, designed to identify and address potential challenges, enhancing your financial protection.
  • Legacy Security - Opt for us as your estate planning ally in Lakewood, where our expertise acts as the bedrock for your financial well-being and the preservation of your legacy..

The City of Lakewood, CA

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
  • Probate
  • 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.

Enhance Your Financial Future — Schedule a Consultation with a Lakewood Estate Planning Attorney!

Our team of committed Lakewood estate planning attorneys at McKenzie Legal & Financial stands ready to assist you with your estate planning needs. We aim to ensure a stable and flourishing financial future for you and your heirs by providing tailor-made solutions that address your unique situation. Do not leave your legacy to chance — take proactive steps to protect your assets with our expert guidance. Book your consultation today at 562-526-6941!

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