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

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estate planning

If you’re someone who thinks about estate planning the old-fashioned way — working with a lawyer to set up instructions for what happens to your assets after you die — this may not compute.

From MarketWatch ● Jul. 6, 2026

There just aren’t enough strings in life or estate planning that would allow you to do that.

From MarketWatch ● Jun. 23, 2026

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

From Barron's ● Jun. 13, 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