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

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

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

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

A spokesman for Black said Epstein provided tax and estate planning services for Black’s family office and was given information about his holdings in Apollo for these purposes.

From The Wall Street Journal • Mar. 18, 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