Do I need an estate plan if I'm not rich?

Yes. Estate planning is not just about wealth — it is about protecting your family, ensuring your medical wishes are honored, and preventing the courts from making decisions that should be yours to make. Anyone who owns a home, has minor children, or cares about what happens to their belongings should have a plan in place.

In California, even a modest estate can get stuck in probate court if it is not structured properly, resulting in unnecessary delays and legal fees for your loved ones.

Philip J. Kavesh
Helping clients with customized estate planning guidance and trust & estate administration for over 45 years.