Experienced Orange County Estate Planning Attorney
At McKenzie Legal & Financial we offer a variety of services that help you move live your life with confidence. Our financial and estate planning services can help you plan for retirement, end-of-life-care, and beyond. Thomas L. McKenzie, a registered Financial Consultant and trusted 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.
Estate Planning in 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 Las Angeles metro area, it also includes well-known cities like Anaheim, Santa Ana, Irvine, and Huntington Beach.
The last census had Orange County at 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 ethnicities 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 Planning Lawyer
While many people reserve planning their estate for their retirement age, it’s actually something you want to do sooner than later. Estate planning is more than simply signing off on a will. 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, including naming who gets what parts of your estate, assets, and property 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. A good estate planning attorney will also help you place your money in the right investments to maximize their growth along with the best trusts to minimize their tax liabilities.
Going forward in life without an estate plan means that the beneficiary of your estate, 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 you’d you prefer.
We can work with diverse groups on their specific needs: the elderly, same-sex couples, veterans, and more. Here are just some of our individual services:
Assisted Living, Nursing Home, or Long-Term Care Planning
Planning for Minor Children
Special Needs Trusts
Asset Protection and LLCs
Pre and Post Death Planning
Probate and Trust Administration
Same-Sex Couples Planning
Our California Estate Planning Attorney Is Ready to Help You
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 our professional and experienced estate planning lawyers.
Please be advised that the information on this site is not meant to be construed as legal advice.
If you need legal advice, or for more information about creating or evaluating a Living Trust, please contact an estate planning attorney in Orange County, CA at (562) 594-4200 for a FREE 30-minute consultation.