estate planning

estate planning
estate plan·ning n: the arranging for the disposition and management of one's estate at death through the use of wills, trusts, insurance policies, and other devices

Merriam-Webster’s Dictionary of Law. . 1996.

estate planning
noun arrangements for succession, proper testamentary scheme, testamentary planning, will planning Generally tax planning

Burton's Legal Thesaurus. . 2006

estate planning
The branch of law that deals with passing on a person’s property and assets after death through wills, trusts, and insurance; also called trusts and estates.

The Essential Law Dictionary. — Sphinx Publishing, An imprint of Sourcebooks, Inc. . 2008.

estate planning
The art of continuing to prosper when you're alive, and passing your property to your loved ones with a minimum of fuss and expense after you die. Planning your estate may involve making gifts, buying insurance, and creating a will, living trust, health care directives,durable power of attorney for finances, or other documents.
Category: Wills, Trusts & Estates → Estate Tax
Category: Wills, Trusts & Estates → Financial Powers of Attorney
Category: Wills, Trusts & Estates → Getting Your Affairs in Order
Category: Wills, Trusts & Estates → Living Trusts & Avoiding Probate
Category: Wills, Trusts & Estates → Living Wills & Medical Powers of Attorney
Category: Wills, Trusts & Estates → Wills

Nolo’s Plain-English Law Dictionary. . 2009.

Look at other dictionaries:

  • Estate planning — is the process of accumulating and disposing of an estate to maximize the goals of the estate owner. The various goals of estate planning include making sure the greatest amount of the estate passes to the estate owner s intended beneficiaries,… …   Wikipedia

  • Estate Planning — The collection of preparation tasks that serve to manage an individual s asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the… …   Investment dictionary

  • estate planning — The preparation of a plan to carry out an individual s wishes as to the administration and disposition of his/her property before or after his/her death. Bloomberg Financial Dictionary * * * estate planning estate planning ➔ planning * * * estate …   Financial and business terms

  • estate planning — That branch of the law which, in arranging a person s property and estate, takes into account the laws of wills, taxes, insurance, property, and trusts so as to gain maximum benefit of all laws while carrying out the person s own wishes for the… …   Black's law dictionary

  • Board Certified In Estate Planning - BCE — A certification offered by the Institute of Business Finance (IBF) aimed at brokers, advisors and financial planners whose clients are interested in estate accumulation, preservation and distribution (estate planning). Qualified estate planners… …   Investment dictionary

  • planning — plan‧ning [ˈplænɪŋ] noun [uncountable] when you think carefully about something you want to do in the future, and decide exactly how you will do it: • If you want to ensure a trouble free retirement, it s never too early to start financial… …   Financial and business terms

  • Estate Planner — Estate Planner, a professional that creates an estate plan. This professional works with an estate owner to maximize their goals. This is a legal and tax specialty for an attorney or an accountant. Further, the key to estate planning is to help… …   Wikipedia

  • estate planner — estate plan·ner n: a professional or business that provides advice regarding estate planning and sometimes prepares necessary legal documents Merriam Webster’s Dictionary of Law. Merriam Webster. 1996 …   Law dictionary

  • Estate tax in the United States — This article is about Estate tax in the United States. For other countries, see Inheritance tax. Part of a series on Taxation Taxation in the United States …   Wikipedia

  • planning — noun ADJECTIVE ▪ careful, detailed, meticulous, thoughtful ▪ poor ▪ initial ▪ the initial planning stage …   Collocations dictionary

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