McKenzie Legal & Financial Launches Guide on Privacy Protection with Living Trusts

Los Alamitos, CA, - September 9, 2024 (USANews.com) - McKenzie Legal & Financial, a distinguished estate planning firm based in Orange County, CA, has unveiled a comprehensive new guide titled "Creating a Living Trust to Protect Your Privacy and Avoid Probate". The resource is aimed at educating individuals about the benefits of living trusts in maintaining confidentiality in estate planning and avoiding the public scrutiny of probate courts.

“Our new guide demystifies the often complex process of establishing a living trust,” says Thomas L. McKenzie, founder and lead attorney at McKenzie Legal & Financial. “Our goal is to empower clients with the knowledge to protect their personal financial information and family affairs from public exposure.”

The guide explores the fundamental aspects of living trusts, including avoiding the probate process, which is public and can reveal sensitive personal and financial information. It explains how living trusts provide privacy protection, maintain control over one's financial legacy, and ensure that estate management remains a private family matter. The guide is available now through McKenzie Legal & Financial and can be accessed here; https://www.thomasmckenzielaw.com/protecting-your-privacy-with-a-living-trust/.

“In today's world, privacy is a paramount concern for many individuals,” McKenzie added. “Through the strategic use of living trusts, we help our clients ensure that their estate planning remains confidential and their legacy secure.”

In addition to privacy, the guide addresses how living trusts can reduce the risk of disputes among beneficiaries and simplify the management of one’s affairs in the event of incapacity. It serves as an essential tool for anyone looking to understand the practical benefits of a living trust and how it fits into a broader estate planning strategy.

“By avoiding the probate process, our clients not only keep their affairs private but also protect their beneficiaries from the potential complications and delays that public probate can entail,” said a Senior Trust Officer at McKenzie Legal & Financial.

McKenzie Legal & Financial has long been a leader in providing tailored estate planning services, including wills, durable powers of attorney, and long-term care planning. The law firm provides a comprehensive array of services, including estate planning, elder law, and financial planning, tailored to each client's unique needs. This new guide is part of the firm's initiative to provide valuable resources that empower clients to make informed decisions about their financial and legal affairs.

For further information or to schedule a consultation, visit McKenzie Legal & Financial's website or contact their office directly.

CONTACT

McKenzie Legal & Financial

2631 Copa De Oro Dr,

Los Alamitos, CA 90720

(562) 526-6941

tom@thomasmckenzielaw.com