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estate planning

American

[i-stayt plan-ing] / ɪˈsteɪt ˈplæn ɪŋ /

noun

the process of deciding in advance how one's property and legal affairs should be handled after one dies or becomes incapacitated.

Example Sentences

Examples are provided to illustrate real-world usage of words in context. Any opinions expressed do not reflect the views of Dictionary.com.

Advisors help with tax strategies, estate planning, and philanthropic options, suggesting clients limit company stock to 20%.

From Barron's • Jun. 13, 2026

“Even before you get into the numbers, do your estate planning up front,” Dann said.

From MarketWatch • May 19, 2026

The case turns on a narrow interpretation of the law, but showcases a big problem in the world of estate planning.

From The Wall Street Journal • May 15, 2026

Mohan has indirect ownership in five additional estate planning trusts, filings shows.

From Barron's • Apr. 24, 2026

This suits investors who want one-time or occasional advice, whether for a single service like investment planning or a broader package including estate planning and tax help.

From MarketWatch • Mar. 30, 2026

Definitions and idiom definitions from Dictionary.com Unabridged, based on the Random House Unabridged Dictionary, © Random House, Inc. 2023