Estate Tax

topic on 2 shows · 2 statements across 2 episodes

We Live to Build Top Founders

2 statements about Estate Tax, every show

Fallows: A 40-Year-Old With $10M Will Likely Surpass $30M via Compounding
“More people will probably end up going over that than they think because someone with ten million dollars today, if they're age 40, they're probably going to have more than thirty million dollars by the time they pass away because they have a lot of compoundin…”
Tad Fallows Dec 30, 2025 ▶ 9:07 Why Half of Them Have No Mortgage and Still Win
Chesseri: Dynasty trusts avoid the roughly 40% estate tax across generations
“When you have a regular revocable trust and you die, your trust has to be settled. It has to be paid out, which means estate taxes. The state debt tax is about 40%. If you have a dynasty trust lives forever. It gets passed from generation to generation to gene…”
Alessandro Chesseri Aug 22, 2024 ▶ 26:27 The Revocable Living Trust Cheat Code for SaaS Founders (Save millions on taxeS)

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