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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

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As his executor, I spent two years settling his estate, in addition to the two years before his passing working with him and his lawyers on estate planning.

From MarketWatch ● Nov. 13, 2026

WSJ | Buy Side: These top wealth-management firms offer comprehensive financial planning that might include portfolio management, tax and estate planning, and specialty services like family office structuring.

From The Wall Street Journal ● Oct. 28, 2026

Fidelity found that about one-third of people ages 55 and older have never had open conversations about estate planning with their adult children.

From MarketWatch ● Sep. 23, 2026

“I often tell clients that estate planning is not really about death. It is about making life easier for your family if something unexpected happens.”

From MarketWatch ● Sep. 23, 2026

WSJ | Buy Side: We found 10 of the best wealth-management firms to assist in portfolio management, retirement preparation and estate planning.

From The Wall Street Journal ● Sep. 11, 2026

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