The Strongroom Radio - Estate Planning Conversations

Segment 3 | Talk to the Experts with Sheri MacMillan | October 4th, 2025 by The MacMillan Estate Planning Team

Segment 1 | Talk to the Experts with Sheri MacMillan | October 4th, 2025 by The MacMillan Estate Planning Team

Segment 2 | Talk to the Experts with Sheri MacMillan | October 4th, 2025 by The MacMillan Estate Planning Team

Segment 4 | Talk to the Experts with Sheri MacMillan | October 4th, 2025 by The MacMillan Estate Planning Team

On this Talk to the Experts segment, Sheri MacMillan joins host Wayne Nelson to discuss why fall is a critical time for affluent families and business owners to revisit their estate planning. From looming year-end tax deadlines to the challenges of business succession, Sheri explains what’s at stake for families with $3 million or more in assets — and how proper planning can prevent taxes, probate...

On this Talk to the Experts segment, Sheri MacMillan joins host Wayne Nelson to discuss why fall is a critical time for affluent families and business owners to revisit their estate planning. From looming year-end tax deadlines to the challenges of business succession, Sheri explains what’s at stake for families with $3 million or more in assets — and how proper planning can prevent taxes, probate...

On this Talk to the Experts segment, Sheri MacMillan joins host Wayne Nelson to discuss why fall is a critical time for affluent families and business owners to revisit their estate planning. From looming year-end tax deadlines to the challenges of business succession, Sheri explains what’s at stake for families with $3 million or more in assets — and how proper planning can prevent taxes, probate...

On this Talk to the Experts segment, Sheri MacMillan joins host Wayne Nelson to discuss why fall is a critical time for affluent families and business owners to revisit their estate planning. From looming year-end tax deadlines to the challenges of business succession, Sheri explains what’s at stake for families with $3 million or more in assets — and how proper planning can prevent taxes, probate...

Segment 2 | Talk to the Experts with Sheri MacMillan | August 2nd, 2025 by The MacMillan Estate Planning Team

Segment 4 | Talk to the Experts with Sheri MacMillan | August 2nd, 2025 by The MacMillan Estate Planning Team

Segment 1 | Talk to the Experts with Sheri MacMillan | August 2nd, 2025 by The MacMillan Estate Planning Team

Segment 3 | Talk to the Experts with Sheri MacMillan | August 2nd, 2025 by The MacMillan Estate Planning Team

Segment 4 | Talk to the Experts with Sheri MacMillan | July 12th, 2025 by The MacMillan Estate Planning Team

Segment 3 | Talk to the Experts with Sheri MacMillan | July 12th, 2025 by The MacMillan Estate Planning Team

Segment 2 | Talk to the Experts with Sheri MacMillan | July 12th, 2025 by The MacMillan Estate Planning Team

Segment 1 | Talk to the Experts with Sheri MacMillan | July 12th, 2025 by The MacMillan Estate Planning Team

In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth. Whether you're just beginning your estate planning journey or looking to fine-tune your existing plan, this episode is packed with...

In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth. Whether you're just beginning your estate planning journey or looking to fine-tune your existing plan, this episode is packed with...

In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth. Whether you're just beginning your estate planning journey or looking to fine-tune your existing plan, this episode is packed with...

In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth. Whether you're just beginning your estate planning journey or looking to fine-tune your existing plan, this episode is packed with...

In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.

In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.

In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.

In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.

Segment 3 | Talk to the Experts with Sheri MacMillan | March 2nd, 2024 by The MacMillan Estate Planning Team