Get Your Assets in Order and Protect Your Loved Ones
At McKenzie Legal and Financial, we understand that the concept of an estate can be confusing. In fact, almost anyone who owns a property, whether it's a house, investments, or personal property, has an estate. As a leading law firm in Los Angeles and Orange County, we believe that estate planning is a vital aspect of protecting one's assets and ensuring the well-being of loved ones.
Our Commitment
As a full-service law firm, we are dedicated to providing comprehensive estate planning services to our clients. Our team of experienced attorneys, led by Thomas McKenzie, a certified Series 7 licensed securities broker, a licensed independent insurance broker, and a Series 65 Investment Advisor Representative, will help you navigate the complexities of estate planning, ensuring that your assets are safeguarded and your loved ones are protected.
Our Services
Our expertise extends to:
- 3-Pronged Planning Approach: We believe in a multi-faceted approach to estate planning, incorporating financial advice, living trusts, and estate planning.
- Financial Advice & Investing: Our team offers expert guidance on investment strategies, helping you grow and preserve your assets.
- Living Trusts & Estate Planning: We create customized estate plans, including wills, durable powers of attorney, and advance healthcare directives.
- Elder Care: We provide guidance on long-term care, assisted living, and nursing home planning, ensuring your loved ones receive the care they need.
- Medi-Cal Planning: Our experts help you navigate the complexities of Medi-Cal planning, ensuring your assets are protected.
- Probate and Trust Administration: We handle probate and trust administration, ensuring the distribution of your assets according to your wishes.
Expertise
With over 20 years of experience, Thomas McKenzie is a renowned estate planning attorney, financial advisor, and licensed securities broker. His expertise has earned him a rating of 10/10 on Avvo, reflecting his exceptional skills in court and knowledge of California Estate Planning Law.
What Sets Us Apart
At McKenzie Legal and Financial, we pride ourselves on our commitment to personalized attention, transparent communication, and comprehensive estate planning services. Our team ensures that each client receives personalized guidance, tailored to their unique circumstances.
Discover How We Can Help
We invite you to learn more about our estate planning services and explore how we can guide you in protecting your assets, securing your legacy, and ensuring the well-being of your loved ones. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Overall Experience
The reviews for Thomas L. McKenzie Estate Planning Services are overwhelmingly positive. Several clients have had a smooth and professional experience with the firm, praising the expertise and care of the lawyers.
Smooth and Professional Process
Several clients have commended the firm for a smooth and hassle-free process. Dan Lindsey and Rita Sullins both mentioned that the process went very smoothly, with Tom McKenzie understanding their needs and addressing their questions promptly. Lynnette O'Bryan referred her real estate clients and friends to the firm, stating that they had received positive feedback on their experiences.
Expertise and Guidance
The lawyers at Thomas L. McKenzie Estate Planning Services have also received high praise for their expertise and guidance. S. T. May credited Tom McKenzie with helping him resolve a complex legal matter, resulting in a positive financial outcome. Rita Sullins appreciated Tom's professionalism and friendliness, as well as his willingness to listen to her concerns.
Personal Touch
Several clients have also praised the personal touch and care that the lawyers at the firm provided. Dan Lindsey and S. T. May both mentioned that the lawyers were very kind and professional, taking the time to answer their questions. Rita Sullins appreciated Tom's friendly and helpful demeanor, which made the experience much easier for her.
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