Newport Beach 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 Newport Beach in Orange County.

Newport Beach Estate Planning Attorney

Estate Planning Lawyer Serving Clients in Newport Beach, CA

Newport Beach is best known as a beach town with a population of around 85,000. It attracts visitors for swimming and other recreational activities, especially in the Balboa Island area. There are also a number of nautical clubs and cultural centers, ranging from museums to shopping malls.

The median household income is $127,223, significantly higher than the national median. Additionally, the median value of housing units occupied by their owners is $1,898,900, compared to a national median of $217,500. The high property values and costs of living in this city make financial planning a necessity.

Our law firm specializes in estate planning and financial planning. We can take your estate plan beyond the basics of a will and an advance directive to include detailed financial plans that will benefit you and your loved ones.

Asset protection trusts, for example, are useful for protecting your home and other valuable assets from litigation or creditors. 

Effective estate planning can help you avoid legal fees and ensure a smooth transition for your loved ones after you passed on. Instead of dealing with legal concerns, they’ll be able to focus their energy on settling your affairs and grieving.

We help our clients find legal and financial solutions for their estates in Newport Beach, and we have an intimate understanding of the local law and court systems. Set up a consultation for estate planning and other legal services, 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 Newport Beach, 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 Newport Beach estate planning services.