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

“Even before you get into the numbers, do your estate planning up front,” Dann said.

From MarketWatch • May 19, 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

Demand for more comprehensive estate planning is part of the reason for the rise in trusts, Trust & Will said.

From MarketWatch • Apr. 14, 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