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.

---

Example Sentences

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

Creating end-of-life documents like wills and trusts is only half the goal of estate planning.

From MarketWatch • Apr. 14, 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

These services are often packaged with other family-office services, with firms handling everything from paying clients’ bills to helping with estate planning and prenuptial agreements.

From The Wall Street Journal • Mar. 17, 2026

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

From BBC • Mar. 16, 2026