How Estate Tax Exemptions Perpetuate Dynastic Wealth

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How Estate Tax Exemptions Perpetuate Dynastic Wealth

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Lucas and Luna explore how the estate tax — often called the 'death tax' — has been gutted over the past two decades, allowing the wealthiest families to pass down fortunes tax-free. They walk through the key numbers: in 2001, the exemption was $675,000 per person; today in 2026, it's $13.99 million per person, indexed for inflation. That means a married couple can shield nearly $28 million from federal estate tax. Using the du Pont family as a durable example, they show how trusts, valuation discounts, and generation-skipping transfers let dynasties sidestep the tax entirely. The episode also covers the 'step-up in basis' loophole, which erases capital gains at death, and the fact that only about 0.1% of estates now owe any tax. A focused, numbers-driven look at a policy mechanism that quietly widens the wealth gap with each generation. #EstateTax #DeathTax #WealthGap #Inheritance #DynasticWealth #TaxLoophole #StepUpInBasis #WealthInequality #GenerationalWealth #TaxPolicy #TransferTax #TrustFund #duPontFamily #Economics #TaxExemption #FexingoBusiness #BusinessPodcast #InequalityConversations Keep every episode free: buymeacoffee.com/fexingo

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