Our Estate Planning Attorney Orange County Expert Is Here To Help You
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, a registered Financial Consultant and a top-rated Orange County Estate Planning Attorney, works across a broad range of areas to make sure your final wishes are carried out the way you want.
Our law firm is providing estate planning and legal services to clients throughout Southern California. You may contact our office (phone number 562-594-4200). Our exceptional law firm is focused on drafting trust documents and helping you with estate plans. Our practice areas:
You may also check our living trust attorney Orange County page to learn more about our practice areas and how our law firm and estate planning lawyer differs from other OC trust attorneys in Southern California.
About Orange County, California
While most people associate Orange County, California only with Los Angeles, it is so much more. Orange County is a favorite place for tourists since it contains places like Disneyland, Knott’s Berry Farm, and a variety of popular beaches. It is the third-most populated county in California and has more residents than 21 U.S. states. While it does include the Los Angeles metro area, Orange County also includes well-known cities like Anaheim, Santa Ana, Irvine, and Huntington Beach.
Form the last census, the county had just over three million people calling it home. While almost fifty percent of the population identifies as Caucasian, a third of residents identify as Hispanic, and the remaining percentage is a good mix of other ethnicity and races. With a median age of 38, a large portion of residents are in the workforce, have families, and are working towards retirement.
Improve Your Future With An Estate Plan
While many people reserve planning their estate for their retirement age, it’s actually something you want to do sooner than later. Family estate planning is more than simply signing off on a will or creating trust documents. It does involve creating a plan for your last years, but it also helps make sure you make the most of what you already have.
Your estate plan will include the names of your family member who will get what parts of your estate, assets, and properties after you pass on. You also name guardians for your minor children in case the worst happens before they are able to fend for themselves. Top-rated estate planning lawyers will help you place your money in the right investments to maximize their growth along with the best trusts to minimize tax liabilities.
Going forward in life without an estate plan means that the beneficiary of your estate, your children, and everything else you’ve worked for will be determined by a probate judge. Due to strict laws in California, your estate may not go into the hands of the individuals you prefer. Our estate planning and probate lawyer in Orange County, can work with diverse groups on their specific needs: the elderly, same-sex couples, veterans, and more. We provide individual estate planning services and legal expertise.
If you need legal advice, or for more information about the process of creating or evaluating a will or trust, please contact our full-service estate planning firm at (562) 594-4200. You may also schedule a FREE 30-minute consultation with one of the most reliable estate planning attorneys and legal counsel in Orange County.
Top Rated Law Office
While we want to believe the end of our lives is a long way away, things can happen at any moment. Instead of worrying about what happens to your financial legacy, your children, and your estate, not to mention missing opportunities to make the most of your nest egg, meet with one of Orange County’s most trusted estate planning attorneys.
Thomas L. McKenzie gives a personal guarantee to all of his clients, that each and every Trust, Will, 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 Orange County estate planning law firm or view his Avvo lawyer profile for more information about his practice.
Contact Us for Your Estate Planning Needs
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 or visit our office for estate planning services.
McKenzie Legal & Financial – Thomas L. McKenzie, Esq.
Address: 2631 Copa De Oro Dr, Los Alamitos, CA 90720
Phone Number: (562) 594-4200
We are serving Orange County including the cities of Anaheim, Buena Park, Costa Mesa, Cypress, Fullerton, Garden Grove, Huntington Beach CA, Irvine CA, La Palma, Laguna Beach, Los Alamitos, Mission Viejo, Newport Beach CA, Orange, Santa Ana, Seal Beach, Stanton, Tustin, Westminster, and more.