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Blogs Still Breathing? Great. Let’s Talk About Your $13.99M Opportunity

January 19, 2025

Still Breathing? Great. Let’s Talk About Your $13.99M Opportunity

Look, I get it. Nobody likes thinking about their own mortality. But here’s the trillion-dollar question that’s keeping me up at night: Are you planning to die in the next four years? 

No? Then we need to start planning. Today. 

Here’s why: 2025’s deadline isn’t just a date on the calendar – it’s the last guaranteed chance to protect up to $13.99 million per person from estate taxes. While we have time to plan, the most successful families I work with are already moving. Why? Because sophisticated wealth preservation takes time to structure properly. 

Why Start Now? 

The smartest families know that crafting the right strategy isn’t an overnight decision. It requires careful consideration, family discussions, and precise execution. Starting now gives us the runway to: 

  • Design and implement sophisticated wealth transfer strategies before they disappear 
  • Structure gifts strategically while markets are in our favor 
  • Get the next generation involved and educated 
  • Create lasting legacies that reflect your values and protect your wealth 

The Real Question 

Let’s circle back to my original question – planning to live well beyond 2025? (I certainly hope so!) Then waiting isn’t an option. This is your moment to make one of the most significant wealth preservation moves available to American families. 

Time to Act 

The families who thrive across generations aren’t the ones who wait and see. They’re the ones who recognize opportunities and act. This is your opportunity. 

Ready to make these historic exemptions work for your family’s future? Let’s talk. 

Michael D. Wild serves as Of Counsel in Kelley Kronenberg’s Wealth Family Protection Division, where he architects sophisticated estate planning strategies for high-net-worth individuals and business owners. A Martindale Hubbell AV® Preeminent-rated attorney and multiple-time Super Lawyer selectee, Michael brings his experience as both a former managing partner and financial professional to help families preserve and protect their wealth across generations. He can be reached at mwild@kklaw.com. 

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Michael D. Wild

Of Counsel, Wealth Family Protection
Kelley Kronenberg-Fort Lauderdale, FL
(954) 370-9970
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