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

In practice, estate planning does not typically involve creating a counter-transaction.

From MarketWatch • May 29, 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

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

The lawsuit also points to more than $150m paid to Epstein by billionaire Leon Black, co-founder of Apollo Global, for "purported 'tax and estate planning advice'", via Black's Bank of America account.

From BBC • Mar. 28, 2026