About Estate Planning

At its core, estate planning is about protecting and providing for your loved ones.  Part of this process involves planning for your death, and part of it involves planning for the possibility that you might become disabled at some point in your life, either temporarily or permanently.  The estate planning process also involves an analysis of whether it might make sense for you to transfer some of your assets during your lifetime – for example, to children or grandchildren, to charitable organizations, or to trusts that can benefit individuals or charities.

A good estate planning attorney will take the time to get to know you.  He or she should gather information about your family, your assets, and your goals and priorities.  Don’t be surprised if your attorney asks you some rather probing questions – part of the job of an estate planner is to raise issues you might not have thought of, and to help you think through answers to questions that you might not have known existed.  At Port Estate Planning, LLC, Anne Katsas is committed to providing this level of service to her clients.

The estate planning concerns of one person will be very different from the estate planning concerns of another. To begin to think about what your needs might be, feel free to click the various links on the left-hand side of this page. These links will give you a sense of the sorts of things that a good estate planner will discuss with various clients in various situations, and will also provide a few words of caution as you begin to think about estate planning. Anne Katsas has experience dealing with all of the topics listed, and she can help you craft a plan that is tailor-made to your specific wishes.