Estate Planning

Wills & Trusts
Financial Power of Attorney
Advance Healthcare Directives & Living Wills
Probate Overview
Estate Administration

Proactive Estate Planning to Protect the People You Love

More than half of all adults in the United States do not have estate plans. An estate plan is not strictly for wealthy families, nor is it something individuals should wait to address until later in life. If you have loved ones in your life and you have accumulated even modest assets, you should not procrastinate on creating an estate plan.

At The Law Office of Stuart A. McKenzie, I help individuals and families throughout Orange County and Southern California create comprehensive estate plans. Because I am a solo practitioner, you will work directly with me from the initial consultation through the completion of your estate planning matter. I will invest the time to learn about your situation so that I can tailor an estate plan that reflects your needs. This personal attention will pay dividends if it becomes necessary to update your existing estate plan to reflect changes in your life.

Why an Estate Plan Is Important

Most people know that an estate plan provides clear directions to their beneficiaries about how they want their assets treated upon their death. Fewer people realize that an estate plan also includes instructions for the life-saving measures they wish to be taken if they become severely ill. Furthermore, it enables individuals to name representatives whom they trust to make financial and medical decisions on their behalf if they are unable to do so.

Estate Plans Can Also:

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Allow parents to determine how their minor children should be cared for if the parents can no longer provide care themselves
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Minimize taxes paid on assets by beneficiaries
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Establish a plan for charitable contributions
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Supplement the care of a special needs child while ensuring that the child still qualifies for government benefits
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Pass assets to children from previous marriages
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Provide more control over when a beneficiary receives their inheritance or how it can be used
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Help to avoid probate

About Me

Stuart A. McKenzie

Learn More About Me

More Than 8,500* Cases Successfully Closed

As a Huntington Beach estate planning lawyer, I can draft comprehensive documents that will address your unique, personal needs.

Compassionate Assistance with Estate Administration and Probate