#1 Trusted Norwalk Estate Planning Attorney

Providing You with the Expertise and Service for Wills, Trusts and Estate Plans

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

#1 Trusted Norwalk Estate Planning Attorney

CITY OF NORWALK, CALIFORNIA

Norwalk is a city in Los Angeles County with a population of 103,900. The name comes from North Walk, which is what the area was called when the Anaheim Branch Railroad passed by.

In the early 20th century, the city established itself as a dairy center with a large Dutch population. Soon after the second world war, the area became more residential and it gained a larger Latino population.

Norwalk is home to several important administrative offices for Los Angeles, including the registrar/recorder. The registrar/recorder maintains information on voters and registration. It also issues marriage licenses and maintains records on births, deaths, and business names.

The city’s largest employer is the Norwalk-La Mirada School District, which employs over 2,000 people in Norwalk alone. Cerritos College comes in second at roughly 1,500 employees, showing how important education is to the city’s economy.

The I-5, I-605, and I-105 freeways pass through Norwalk. The city has its own transit system and is also served by Long Beach and Los Angeles transit systems. It’s also connected to the Orange Line of the Metrolink.

ESTATE PLANNING IN NORWALK, CA

Making plans for your estate is an essential part of financial planning. For Norwalk residents, it can be tough to find a lawyer who understands the intricacies of local law.

McKenzie Legal and Financial has served Los Angeles County residents for years. Our attorney has 20 years of experience in law and financial consulting, making him the perfect guide as you navigate estate planning.

Making plans for your estate has an enormous financial benefit to your beneficiaries. It ensures that they can receive their inheritances more quickly and without spending time and money in court. You can also make it easier to settle your debts and pay for funerals and burial costs.

If you create a trust and assign a trustee to manage the funds, you can also make sure that your beneficiaries receive a larger payout than they would have otherwise received. When it comes to estate planning, there are endless possibilities and ways to manage your money.

Our estate planning attorney in Norwalk can also inform you of options you may not have been aware of. We can create trusts with special stipulations designed to protect your beneficiaries’ inheritances.

GET STARTED WITH ESTATE PLANNING

Planning what happens to your estate after you pass on may not seem like an urgent matter, especially for those who are still young and working. However, it’s never too early to start estate planning. It’s an important aspect of financial planning.

Since our attorney is also a registered financial consultant, he can help you make smart choices with your money that will benefit your heirs when the time comes. Spending time on estate planning is one of the best things you can do for your beneficiaries.

We take a three-pronged planning approach that includes your estate plan, overall financial plan, and long-term care plans in case you become incapacitated. Set up a free consultation with our attorney so you can learn more about your options. 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 Norwalk, CA.