Financial and Estate Planning Lawyer in Carson, CA

Comprehensive Family Estate Plans, Wills and Trusts

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 Lawyer serving clients in Carson, CA. He specializes in the areas of estate planning, financial consulting, elder law, and real estate. Contact our office today and our Carson estate planning attorney will help you plan for the future. We will make sure your final wishes are carried out the way you want.

Financial and Estate Planning Lawyer in Carson, CA

CITY OF CARSON, CALIFORNIA

Carson is a city in Los Angeles County in close proximity to the LAX Airport and downtown Los Angeles. It has an estimated population of 91,000 with an ethnically diverse population.

Carson is home to California State University, Dominguez Hills (CSUDH), which is known as a commuter school with one of the most diverse student bodies in the country. The campus has a sports complex with a soccer stadium, a cycling track, a tennis stadium, and more. CSUDH has hosted a variety of events over the years, including the music festival Warped Tour.

Several 2028 Summer Olympics events will be hosted in Carson, including rugby, modern pentathlon, track cycling, field hockey, and tennis. Since the city has large, undeveloped plots of land in close proximity to Los Angeles, there have been various proposals for use of the land, including an NFL stadium.

Carson is a city with many unique attributes and a lot to offer. For residents, it can be a challenge to find support for their unique legal needs. A local law firm can provide the insight needed to solve problems quickly and effectively.

ESTATE PLANNING IN CARSON, CA

McKenzie Legal & Financial is a top-rated law firm in the Los Angeles area. We help our clients manage estates of all sizes.

An estate contains all the property and assets you own, including bank accounts, life insurance policies, and other intangible assets. While estate planning is often associated with the very rich, it’s part of responsible financial planning for anyone with substantial assets.

If you have a lot of families and wish to distribute your estate among them in a specific way, estate planning is a top priority. Making plans for your estate benefits your loved ones by making things easier for them after your death.

Each state has specific laws regarding how a person’s estate is distributed after their death. If you create a will, trust, and other legal documents, you can make your own plan. However, those who do not create estate planning documents leave their belongings at the mercy of the court.

The court uses the same strict laws to divide every estate. You and your beneficiaries may not agree with their choices, which is why it’s a good idea to plan ahead of time to make sure you can control who inherits your estate and what they receive.

Working with an attorney on estate planning opens up more possibilities. Instead of using a default will template, you can also use trusts to hold assets and facilitate a smooth transfer of ownership.

You can also put special provisions in your will to protect beneficiaries. Special needs trusts, for example, will hold a person’s inheritance and provide regular distributions of cash without interfering with their government benefits.

It’s also possible to create a trust fund to protect a loved one who has issues with gambling, or substance use, or who may lose money in litigation.

GETTING STARTED WITH ESTATE PLANNING

If you’re interested in estate planning, you can get started by scheduling a meeting with an estate planning attorney.

Set up an appointment to discuss your specific needs and learn about our approach to financial planning, contact us at McKenzie Legal & Financial today!

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 Carson, CA.