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

“This made tax results unfavorable for many investors,” says Jere Doyle, senior estate planning strategist at BNY Wealth.

From Barron's

Some employ just a handful of individuals to help with estate planning and investing, while others have dozens or hundreds of employees.

From The Wall Street Journal

Wills are typically public documents, although the Reiners may have also engaged in other types of estate planning, such as trusts, that do not typically become public records.

From Salon

It is important to emphasize that the wills and other estate planning documents of Rob Reiner and Michele Singer Reiner have not yet been made public.

From Salon

Sometimes, individuals want to work with a financial planner for a long list of tasks — retirement planning, estate planning, education funding strategies, insurance needs and so on — while others may just be looking for one very specific task, like tax-savings strategies.

From MarketWatch