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Succession planning in the United States: overlooked financial dimensions

Realistic and minimalist scene representing estate planning in the United States, showing a wooden desk with a judge’s gavel, a small house model, stacks of money, keys, and legal documents, with an American flag softly blurred in the background, symbolizing inheritance decisions and overlooked finances.

Succession planning in the United States is often associated with legal documents, wills, and trust structures, yet the financial layer beneath these instruments receives far less attention than it deserves. Many families focus on compliance and asset distribution without fully understanding how Finances interact with taxation, liquidity, and long-term wealth preservation. This gap can quietly […]