McKenzie Legal & Financial

More Info

WEALTH PRESERVATION, ESTATE PLANNING, FINANCIAL CONSULTING AND ELDER LAW STRATEGIES

General Info

We are one of the only firms in Southern California who offer full-service estate planning, probate, financial consulting and elder law services. Our Estate Planning services include Living Trusts, Wills, Powers of Attorney, and Advance Health Care Directives. Special planning is available for families with children, special needs beneficiaries, and other unique circumstances. If needed, trust administration services are also available.

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Services/Products

Family Law, Estate Planning, Living Trust, Wills, Power of Attorneys, Elder Care, Long Term Care, Medi-Cal Planning - Asset Protection, Special Needs Trust, Pre and Post Death Planning, Probate and Trust Administration, Veteran Planning, Same Sex Couples Planning, Modifying and Reforming a Trust.

Location

We are near the intersection of the 405 Freeway, the 605 Freeway and the 22 Freeway.

Neighborhood

Rossmoor

Amenities

Appointments Available

Associations

California State Bar; Trust & Estate Section of the Bar; National Academy of Elder Law Attorneys; Orange County Bar; past Chair of the Board of Directors of the OC Elder Bar; International Association of Registered Financial Consultants; Five Star Wealth Manager Award Winner

AKA

Thomas L.McKenzie, Attorney at Law

Other Link

Primary Website

Categories

Attorneys, Elder Law Attorneys, Financial Planning Consultants, Financial Services, Wills, Trusts & Estate Planning Attorneys

Reviews

Details

Phone: (562) 594-4200

Address: 2631 Copa De Oro Dr, Los Alamitos, CA 90720

Website: Primary Website