estate planning

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

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estate planning estate planning planning

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estate planning UK US noun [U]
PROPERTY, FINANCE the process of deciding what should happen to your money and other assets when you die: »

Estate planning just doesn't seem that important until you get married and have children.


Financial and business terms. 2012.

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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 — 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. Merriam Webster. 1996. estate planning …   Law dictionary

  • 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 — 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

  • 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

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