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

Mohan has indirect ownership in five additional estate planning trusts, filings shows.

From Barron's • Apr. 24, 2026

Or try this statistic: Only 11% of Americans have a power-of-attorney document in place, according to Trust & Will’s latest report on the state of estate planning.

From MarketWatch • Apr. 14, 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

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