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
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.
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.
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.
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 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.
Reviews (3)
S. T. May
Oct 31, 2018
Report
Lynnette O'Bryan
May 08, 2018
Report
Rita Sullins
Jun 24, 2016
Report
What a great experience dealing with something I had put off for years. Tom was extremely professional, yet very friendly and helpful in all aspects of our interaction. He took the time to listen, which is so important, and the finished product was exactly what I had wanted. I would highly recommend him for any of your estate needs.
Thank you Tom,
Rita Sullins
Thank you Tom,
Rita Sullins
