McKenzie Legal & Financial is a distinguished law firm specializing in comprehensive estate planning, elder law, and financial consulting, serving clients throughout Los Angeles and Orange County. Founded by Thomas McKenzie, the firm stands out due to its unique integration of legal and financial expertise under one roof, offering a holistic approach to asset protection and legacy planning.
With over 20 years of experience, Thomas McKenzie is both a licensed attorney and a Series 7 securities broker, providing clients with a rare combination of legal guidance and financial advisory services. The firm’s 3-pronged planning approach ensures tailored strategies for individuals, families, same-sex couples, veterans, and seniors, focusing on long-term care, Medi-Cal eligibility, and wealth preservation.
Services Offered
- Estate Planning
- Living Trusts
- Wills
- Durable Powers of Attorney
- Advance Health Care Directives
- Elder Law
- Long-Term Care Planning
- Medi-Cal Planning
- Assisted Living and Nursing Home Planning
- Planning for Minor Children
- Special Needs Trusts
- Asset Protection
- LLC Formation
- Pre and Post Death Planning
- Probate and Trust Administration
- Veteran Planning
- Same-Sex Couples Planning
- Modifying or Reforming a Trust
- Real Estate Services
- Financial Advice and Investing
- Investment Advisory Services
- Insurance Brokerage
The firm proudly serves clients across Los Angeles and Orange County, California, and Thomas McKenzie is an accredited attorney with the United States Veterans Administration, a member of the National Academy of Elder Law Attorneys, and Elder Counsel, ensuring expert guidance in specialized legal and financial matters.
