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

Absolutely. Estate planning isn’t just about wealth—it’s about control, protection, and peace of mind. Whether you own a home, have children, or simply want to avoid unnecessary court involvement during your life if you become incapacitated and when you pass, an estate plan ensures your wishes are carried out efficiently and privately.

Even modest estates benefit greatly from avoiding probate court and minimizing family conflict.

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