Your Whittier Estate Planning Lawyer is Here to Help
Top-Rated Law Firm in Southern California for Wills, Trusts, and Estate Plans
At McKenzie Legal & Financial, we offer a variety of estate planning services in Whittier that help you live your life with confidence. Our financial and estate planning law firm can assist you in planning for retirement, end-of-life care, and beyond.
Thomas L. McKenzie is a registered financial consultant and a top-rated estate planning lawyer in Whittier, CA. Our attorney works across a broad range of areas to make sure your final wishes are carried out the way you want.
The City of Whittier, California
Whittier is a city in Los Angeles County with a population of about 87,000. The city was founded by a married couple of Quaker religious beliefs, and many other early settlers shared their religion.
These settlers named the city after Quaker poet John Greenleaf Whittier, who wrote a dedicated poem for the city. There is still a statue of him in Whittier Central Park and another one related to a poem of his.
Whittier College is a private liberal arts school in the city. It was also founded by Quakers and originally called Whittier Academy, and the school’s mascot is The Poet. Southern California University of Health Sciences is also located in the city. Azusa Pacific University was founded in Whittier, but later moved to the city of Azusa. In addition, the city is served by five different K-12 school districts.
The city has many California historical landmarks, including seven locations that are on the National Register of Historic Places. Whittier is also a popular filming location, featured in dozens of films and TV shows.
The Presbyterian Intercommunity Hospital is the top employer in the city, and the high school district is the second largest employer.
The Value of Estate Planning
Estate planning is a form of financial planning. However, unlike other types of financial planning, it primarily deals with what will happen after your death. This makes estate planning essential as this protects your loved ones and provides for them financially.
Wills, trusts, and other documents leave a clear, legally-acknowledged plan for what will happen to your estate after your death. The field also includes planning for old age and the possibility of becoming incapacitated. Making a financial plan for long-term medical or elder care can keep your assets safe from medical bills.
Trusts are a useful tool that can facilitate a smooth transition of assets from your name into your beneficiary’s. These can also keep assets safe for minor children, disabled adults, and beneficiaries who aren’t equipped to handle their own finances.
Hiring a Qualified Estate Planning Attorney in Whittier, CA
McKenzie Legal and Financial is a law firm headed by an attorney with two decades of experience in estate planning and as a registered financial consultant. He is also a member of the California State Bar and accredited by the United States Veterans Administration.
Mr. McKenzie’s expertise makes him uniquely qualified to handle your estate planning and offer financial advice. Personalized legal advice can help you make smart decisions and handle your affairs properly.
He personally drafts each living trust, power of attorney (POA), and other estate-related documents to ensure they are tailored to your specific needs. Personalized service is essential for anyone with a complex financial or family situation.
Our legal team offers comprehensive estate planning services to help manage your finances and ensure that your loved ones can get the most out of your estate after you pass away. You can schedule a free consultation with our attorney to learn more about how we can address your estate planning concerns.