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"Home of the Comprehensive Planning Technique" (sm)
"Where Estate Planning, Financial
Planning and Elder Law Meet" (sm)
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 in both Los Angeles and Orange County, our firm
provides legal and financial services to consumers
throughout Southern California.
Thomas L. McKenzie, the firm's founder,
is the creator of the "Comprehensive Planning Technique"
(sm). This revolutionary form of planning combines the
elements of estate planning, elder law, financial planning,
and long-term care planning, to provide for a more
comprehensive, and thus more protective, overall plan.
SERVICES PROVIDED
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Estate
Planning, including, Living Trusts, Wills, Powers of
Attorney, Advance Health Care Directives |
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Avoidance
of Probate and Involuntary Conservatorships |
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Irrevocable Asset Protection Trusts |
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Review of
Living Trusts (in many cases, we offer free reviews of
your current estate plan |
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Pre-planning for Medi-Cal benefits for long-term care |
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Assistance
in obtaining Medi-Cal benefits for long-term
nursing home care |
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Protecting
family homes and other assets from Medi-Cal claims |
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Financial
consulting and advice regarding long-term care |
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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 documents are personally drafted by Thomas L.
McKenzie, Attorney at Law
*** Mention this website and receive a free telephone
consultation ***
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