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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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It’s about cash flow, estate planning and insurance.”

From MarketWatch Jul. 17, 2026

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

From Barron's Jun. 13, 2026

But participants also tackle practical matters such as estate planning and end-of-life options.

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

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