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.
With over 20 years of experience as a financial advisor and estate planning attorney in Los Angeles and Orange County, Mr. McKenzie is uniquely qualified to handle your legal AND financial needs.
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.
With over 20 years of experience as a financial advisor and estate planning attorney in Los Angeles and Orange County, Mr. McKenzie is uniquely qualified to handle your legal AND financial needs.
Services
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 law firm is providing estate planning and legal services to clients throughout Southern California.
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 law firm is providing estate planning and legal services to clients throughout Southern California.
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.
Mr. McKenzie was selected as a 2011 and 2012 Five Star Wealth Manager Award Winner, which is an award given to less than 7% of all wealth managers in a given metropolitan area.
In addition, in 2011 he was featured in Los Angeles Magazine and Newsweek Magazine, and in 2012 Tom was featured in Orange Coast Magazine.
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.
Mr. McKenzie was selected as a 2011 and 2012 Five Star Wealth Manager Award Winner, which is an award given to less than 7% of all wealth managers in a given metropolitan area.
In addition, in 2011 he was featured in Los Angeles Magazine and Newsweek Magazine, and in 2012 Tom was featured in Orange Coast Magazine.
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.
We work with every client individually to construct a portfolio customized to their specific needs, with the objective of developing an overall financial and estate plan directed towards accomplishing their long-term investment, retirement and family goals.
We aim to provide our clients with returns that are consistent, competitive and in-line with their objectives.
We work with every client individually to construct a portfolio customized to their specific needs, with the objective of developing an overall financial and estate plan directed towards accomplishing their long-term investment, retirement and family goals.
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.
A "living trust" (also called an "inter vivos" trust) is simply a trust you create while you're alive, rather than one that is created at your death.
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.
A "living trust" (also called an "inter vivos" trust) is simply a trust you create while you're alive, rather than one that is created at your death.
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.
Because there is no Will or Trust, the beneficiaries of the estate will be those determined by the State of California under the law of Intestate Succession.
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.
Because there is no Will or Trust, the beneficiaries of the estate will be those determined by the State of California under the law of Intestate Succession.
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