Lake Forest Estate Planning Attorney

Wills and Trusts Lawyer

“We help you achieve your financial goals today and encourage you to prepare your estate plan for the future!”

Family estate planning and asset protection takes the skills of both highly qualified financial AND legal advisors. It is truly rare to find them at one company or law firm in California, let alone in one individual.

Thomas L. McKenzie is a special kind of attorney. He is the founder of McKenzie Legal and Financial, a premium law firm serving clients in the city of Lake Forest in Orange County.

Lake Forest Estate Planning Attorney

Estate Planning Lawyer Serving Clients in Lake Forest, CA

Lake Forest is a city with a population of over 85,000. The area is known for abundant public parks and thriving businesses in industries ranging from eyewear to aircraft. The city also has a higher-than-average median income of $109,492.

Based on reports from the US census, the median age is 39.6, which is up from the 2010 median age of 37.2 and the 2000 median age of 35. The population of Lake Forest is aging, and it’s vital to find solutions to future concerns like elderly care, asset distribution, and more.

Our law firm can help you plan for your future in Lake Forest. Estate planning goes beyond deciding who gets which of your assets. You can also create trusts to care for your children or disabled relatives, plan ahead for elderly care, and protect your assets.

In addition, we can also help you enjoy the present. Financial consulting services are designed to grow your assets so you can enjoy more financial resources and pass on a substantial inheritance to your loved ones.

Our attorney has more than 20 years of experience as a financial advisor in addition to his legal expertise, making our firm the ideal source for future-minded advice on finances and estate plans.

For a free consultation, contact us at McKenzie Legal & Financial today!

Top Rated Estate Planning Law Office

While we want to believe the end of our lives is a long way away, things can happen at any moment. Think about the future of your children and your estate. Instead of worrying about what will happen to your financial legacy, meet with one of the most trusted estate planning attorneys in Lake Forest, CA.

  • 3-Pronged Estate Planning Approach
  • Financial Planning
  • Living Trust
  • Wills, Durable Power of Attorneys, and Advanced Healthcare Directives
  • Trust Administration
  • Probate
  • Elder Law
  • Long-Term Care Planning
  • Medi-Cal Planning
  • Asset Protection
  • LLC (Limited Liability Company)

Thomas L. McKenzie gives a personal guarantee to all of his clients, that each and every Living Trust, Durable Power of Attorney, and other estate planning documents, is PERSONALLY drafted by him in accordance with your unique circumstances. 

Check out the reviews about his estate planning law firm or view his Avvo lawyer profile for more information about his practice.

Contact Us for Estate Planning and Living Trust

Proper family estate planning and asset protection require 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 or visit our office for Lake Forest estate planning services.