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

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

And without children to serve as default heirs, caregivers or decision makers, many of these “solo agers” quietly delay estate planning — leaving a surprising gap in otherwise well-constructed financial lives.

From MarketWatch • Apr. 27, 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

Black has previously said he paid Epstein for estate planning, tax work, structuring of art entities and philanthropic advice and that he didn’t engage in wrongdoing.

From The Wall Street Journal • Mar. 27, 2026