McKenzie Legal & Financial



McKenzie Legal & Financial

Our firm provides the highest level of representation and services to individuals and families, and is recognized as a leading law firm in the Southern California area. With offices conveniently located for both Los Angeles and Orange Counties, our firm provides legal and other planning services to consumers throughout Southern California.

Thomas L. McKenzie, JD, the firm's founder, is the creator of the "Comprehensive Planning Technique". This revolutionary form of planning combines the elements of estate planning, financial planning strategies, elder law, and long-term care planning, to provide for a more comprehensive, and thus more protective, overall plan.

SERVICES PROVIDED

** Estate Planning, including, Living Trusts, Wills, Powers of Attorney, Advance Health Care Directives

** Avoidance of Probate and Involuntary Conservatorships

** Irrevocable Asset Protection Trusts

** Review of Living Trusts (in many cases, we offer free reviews of your current estate plan)

** Financial consulting, retirement planning and financial advisory services

** Advice on developing important protections for your spouse and/or your minor or disabled children should you pass away unexpectedly

** Pre-planning for Medi-Cal benefits for long-term care

** Assistance in obtaining Medi-Cal benefits for long-term nursing home care

** Protecting family homes and other assets from Medi-Cal claims

** Advice on long-term care insurance and other long-term care planning alternatives.


OUR PROMISES TO YOU

(1) Quality services at reasonable prices

(2) All clients receive the personal attention of Thomas L. McKenzie, Attorney at Law

(3) All estate planning documents are personally and custom drafted by Thomas L. McKenzie, Attorney at Law
 

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Contact Info

  • 2631 Copa De Oro Drive
    Los Alamitos, California 90720
    United States
  • Phone
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    562-594-4200
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  • Hours Currently Open

    Monday 9:00 am - 5:00 pm
    Tuesday 9:00 am - 5:00 pm
    Wednesday 9:00 am - 5:00 pm
    Thursday 9:00 am - 5:00 pm
    Friday 9:00 am - 5:00 pm

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Details

Specialization(s): Estate planning, elderlaw, trusts, financial consulting

Directory Discount Offered: 10%

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