Seal Beach Estate Planning Attorney
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, a registered Financial Consultant and a top-rated Seal Beach Estate Planning Attorney, works across a broad range of areas to make sure your final wishes are carried out the way you want.
The City of Seal Beach in Orange County, CA
Located along the stunning Southern California coastline, Seal Beach is one of the most beautiful cities in Orange County. Also located just west of Los Angeles, only a 30-minute drive later and you will find yourself in the big city. It has easy access to some of the other popular beach destinations in the area such as Long Beach, Huntington Beach, and Sunset Beach.
Seal Beach is also a tightly-knit community that enjoys fun and innovative annual events centered around food, music, and the arts. Residents of Seal Beach enjoy a Mediterranean climate, with warm and inviting summers and only moderately cool winters. Many visitors to Seal Beach are also surprised to learn that the major employer in the city is none other than Boeing, with nearly 1,000 residents employed at the esteemed company.
If you are looking for an estate planning attorney in Seal Beach, look no further than Thomas McKenzie Law. Our firm has been faithfully serving members of the Seal Beach community for years and we bring expertise and dedication to every case that comes our way.
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 documents for living trust. 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 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. A top rated estate planning lawyer 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 Seal Beach, 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.
- 3-Pronged Estate Planning Approach
- Financial Planning
- Living Trust & 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
- Trust Administration
- Veteran Estate Planning
- Same-Sex Couples Estate Planning
- Modifying Trusts
If you need legal advice in Seal Beach, or for more information about the process of creating or evaluating a Living 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 Seal Beach, CA.
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. 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 Seal Beach’s most trusted estate planning attorneys.
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 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 Seal Beach estate planning services.
McKenzie Legal & Financial – Thomas L. McKenzie, Esq.
Address: 2631 Copa De Oro Dr, Los Alamitos, CA 90720
Phone: (562) 594-4200