Proper family estate planning and asset protection takes the skills of both highly qualified financial AND legal advisors. It is truly rare to find them at one company or law firm in California, let alone in one individual. Thomas McKenzie is a special kind of attorney. He is the founder of McKenzie Legal and Financial, a premium law firm serving clients in Los Angeles and Orange County.
Not only is Mr. McKenzie a member of the California State Bar, the Trust and Estates section of the bar, an active member of the National Academy of Elder Law Attorneys, Elder Counsel, and one of the accredited attorneys by the United States Veterans Administration. He is also a Registered Financial Consultant, a Series 7 licensed securities broker, a licensed independent insurance broker, and a Series 65 Investment Advisor Representative.
Not only is Mr. McKenzie a member of the California State Bar, the Trust and Estates section of the bar, an active member of the National Academy of Elder Law Attorneys, Elder Counsel, and one of the accredited attorneys by the United States Veterans Administration. He is also a Registered Financial Consultant, a Series 7 licensed securities broker, a licensed independent insurance broker, and a Series 65 Investment Advisor Representative.
Services
Areas of Practice
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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 3-Pronged Planning Approach
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Mr. McKenzie is both an experienced California Estate Planning and Elder Law attorney, as well as a Registered Financial Consultant. In that capacity, he is a Series 7 licensed securities broker and Registered Representative, a licensed independent insurance broker, and a Series 65 Investment Advisor Representative.
Financial Planning and Investing
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Investment advisory and portfolio management services are an integral component of our Comprehensive Planning Technique and we offer expert financial, fee-based investment advisory services. We aim to provide our clients with returns that are consistent, competitive and in-line with their objectives.
Living Trusts & Estate Planning
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A living trust is an arrangement under which one person, called a trustee, holds legal title to property for another person, called a beneficiary. Orange County trust attorneys are licensed professionals who can help by providing legal advice and preparing relevant documents. You can be the trustee of your own living trust, keeping full control over all property held in trust.
Wills, Durable Powers of Attorney and Advance Health Care Directives
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A Will or Last Will and Testament is a legal declaration by which a person, the Testator, names one or more persons to manage his or her estate, and provides for the distribution of his or her property at death. The estates of those who pass away without a Will, will be required to go through the expensive and time-consuming probate process, unless the value of their probatable estate is less than $150,000.
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