Long Beach Estate Planning Attorney – Credibility and Integrity

Wills, Trusts and Estate Plans for Families and Individuals

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

Long Beach Estate Planning Attorney - Credibility and Integrity

CITY OF LONG BEACH, CALIFORNIA

Long Beach is a city in Los Angeles County with a large population of about 466, 700. It’s the 7th most populous city in California and is one of the top 50 most populous cities in the United States.

It contains the Port of Long Beach, the second-busiest port in the US. The city also has oil wells under the city and along the coastline, offshore.

Its proximity to the ocean drives a lot of industry, including tourist attractions like the Queen Mary and Aquarium of the Pacific. It also has a cruise terminal that holds three cruise ships. The Long Beach Airport provides both commercial and passenger flights. It’s often the first choice for commercial and cargo flights instead of LAX.

The city is also home to the Cal State University of Long Beach, Long Beach City College, and Pacific Coast University, which is a private law school. The city hosts several sports events, such as the Grand Prix of Long Beach and the Long Beach Marathon. It will also host several sports for the 2028 Summer Olympics.

Long Beach is also frequently featured in movies and television since it’s close to many production studios and has many picturesque locations. 

ESTATE PLANNING IN LONG BEACH, CA

Long Beach is a hub for culture and transportation, and it also has its own set of complex local laws governing estate finances. McKenzie Legal & Financial helps clients navigate estate planning throughout Los Angeles and Orange County.

In addition to being a member of the California Bar, our attorney is also a registered financial consultant. His unique qualifications are particularly relevant when it comes to financial planning and creating trusts.

An experienced attorney is an ideal person to help you create an estate plan. The average person may not be familiar with what estate planning entails, which is why it’s so important to find a legal expert you can trust.

With a great lawyer by your side, you can find solutions to your most pressing estate concerns. We can create trusts designed with a disabled beneficiary in mind or help you protect beneficiaries from losses due to divorce, lawsuits, and other issues.

Careful estate planning can protect your loved ones from expensive and time-consuming court battles. When there’s no clear plan for your assets and property, the court will need to divide them up according to state law and testimonies from potential beneficiaries.

A clearly-established will and trust documents allow for a smooth, effective transfer of assets from your estate into your beneficiaries’ possession.

WHY ESTATE PLANNING IS SO IMPORTANT?

Making plans for your estate allows you to have peace of mind with regard to what will happen to your loved ones and financial dependents after you pass away. Instead of navigating the legal system as they grieve your passing, they will be able to settle your affairs quickly.

Our estate planning lawyer is sensitive to each client’s unique needs and can alert you to possibilities you didn’t know existed. Schedule a free consultation, 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 Long Beach, CA.