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estate planning

American

[i-stayt plan-ing] / ɪˈsteɪt ˈplæn ɪŋ /

noun

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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estate planning

WSJ | Buy Side: The best advisers for high-net-worth individuals often specialize in advanced estate planning, tax strategy and charitable giving to ensure their clients’ complex financial needs are met.

From The Wall Street Journal ● Jul. 29, 2026

What will happen to the house is only the start of your estate planning.

From MarketWatch ● Jul. 22, 2026

Robo advisers can’t handle nuanced financial planning, like tax-optimization strategies, estate planning or updating wills.

From MarketWatch ● Jul. 14, 2026

Advisors help with tax strategies, estate planning, and philanthropic options, suggesting clients limit company stock to 20%.

From Barron's ● Jun. 13, 2026

With Americans living longer and the country in the midst of a “great wealth transfer” between generations, estate planning has become a crucial component of any family’s finances.

From MarketWatch ● Jun. 10, 2026

Definitions and idiom definitions from Dictionary.com Unabridged, based on the Random House Unabridged Dictionary, © Random House, Inc. 2023