estate planning

American  

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

noun

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

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Example Sentences

But participants also tackle practical matters such as estate planning and end-of-life options.

From MarketWatch • May 19, 2026

Swapping assets is often part of estate planning for wealthy taxpayers aiming to minimize exposure to the 50% estate tax rate.

From Barron's • May 16, 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

For your gift from your IRA to be excluded from your income, you may not receive anything in return from the charity, says Jere Doyle, senior estate planning strategist at BNY Wealth.

From Barron's • May 9, 2026

Or try this statistic: Only 11% of Americans have a power-of-attorney document in place, according to Trust & Will’s latest report on the state of estate planning.

From MarketWatch • Apr. 14, 2026