The Strongroom Radio - Estate Planning Conversations

The cornerstone (or foundation stone) concept is derived from the first stone set in the construction of a masonry foundation. It is vitally important because all other stones will be set in reference to this stone, thus determining the position of the entire structure. On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan explains why the cornerstone of s...

The cornerstone (or foundation stone) concept is derived from the first stone set in the construction of a masonry foundation. It is vitally important because all other stones will be set in reference to this stone, thus determining the position of the entire structure. On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan explains why the cornerstone of s...

MacMillan Estate Planning has reached a significant milestone. 20 years in the business of bringing estate planning to life. On this week's edition of The Strongroom, Sheri MacMillan, the Founder and CEO of MacMillan Estate Planning, sheds an illuminating light on what makes the MacMillan approach unique. It's about a lot more than designing excellent tax and legal plans. The key is proactive life...

MacMillan Estate Planning has reached a significant milestone. 20 years in the business of bringing estate planning to life. On this week's edition of The Strongroom, Sheri MacMillan, the Founder and CEO of MacMillan Estate Planning, sheds an illuminating light on what makes the MacMillan approach unique. It's about a lot more than designing excellent tax and legal plans. The key is proactive life...

A newspaper headline reads LIVING TO 100 IS NOW WITHIN SIGHT FOR THOUSANDS OF CANADIANS. It sights data from Statistics Canada that projects a dramatic increase in the number of centenarians in the years ahead. 17,000 by the year 2031 and almost 80,000 by the year 2061. This trend is driven by the ever-increasing number of baby boomers and advances in health and nutrition. According to Trust and E...

A newspaper headline reads LIVING TO 100 IS NOW WITHIN SIGHT FOR THOUSANDS OF CANADIANS. It sights data from Statistics Canada that projects a dramatic increase in the number of centenarians in the years ahead. 17,000 by the year 2031 and almost 80,000 by the year 2061. This trend is driven by the ever-increasing number of baby boomers and advances in health and nutrition. According to Trust and E...

Why is it so important for families to have the right estate plan in place? The fact is that having the wrong plan in place sets up families to fail in reaching their life and legacy goals. For 20 years, MacMillan Estate Planning has helped families safeguard their significance by having the right plan in place.

Why is it so important for families to have the right estate plan in place? The fact is that having the wrong plan in place sets up families to fail in reaching their life and legacy goals. For 20 years, MacMillan Estate Planning has helped families safeguard their significance by having the right plan in place.

Unfortunately, many estate planners often ignore important "family dynamic" issues. They focus on efficiently transferring possessions and financial assets while minimizing taxes. Important as those goals are, they ignore the broader picture. Holistic estate planning addresses the family’s realities by including grown children in the process of planning the transition from one generation to the ne...

Unfortunately, many estate planners often ignore important "family dynamic" issues. They focus on efficiently transferring possessions and financial assets while minimizing taxes. Important as those goals are, they ignore the broader picture. Holistic estate planning addresses the family’s realities by including grown children in the process of planning the transition from one generation to the ne...

This week marks a significant milestone for MacMillan Estate Planning. 20 years of estate planning excellence delivered. It is a remarkable business success story that has positively impacted the lives of many families. Join Founder and CEO, Sheri MacMillan for her insightful look at the timeless principles that continue to make MacMillan Estate Planning a yardstick of estate planning quality.

This week marks a significant milestone for MacMillan Estate Planning. 20 years of estate planning excellence delivered. It is a remarkable business success story that has positively impacted the lives of many families. Join Founder and CEO, Sheri MacMillan for her insightful look at the timeless principles that continue to make MacMillan Estate Planning a yardstick of estate planning quality.

Who needs estate planning; credentials you should look for in an estate planner; timely insights on tax planning and the importance of preserving family harmony. Four vital life planning topics Trust and Estate Planning specialist, Sheri MacMillan will discuss on this week's edition of The Strongroom.

Who needs estate planning; credentials you should look for in an estate planner; timely insights on tax planning and the importance of preserving family harmony. Four vital life planning topics Trust and Estate Planning specialist, Sheri MacMillan will discuss on this week's edition of The Strongroom.

Real life case studies powerfully illustrate why MacMillan Estate Planning stands out. On this week's Strongroom program, Sheri MacMillan and Martine Tollefson share case studies that highlight the benefits of trusts in protecting capital and minimizing tax.

Real life case studies powerfully illustrate why MacMillan Estate Planning stands out. On this week's Strongroom program, Sheri MacMillan and Martine Tollefson share case studies that highlight the benefits of trusts in protecting capital and minimizing tax.

A recent survey by RBC Wealth Management says over 75% of high net worth Canadians do not have a detailed plan in place to pass on their assets. The report estimates 400 billion dollars of wealth is going to change hands within a generation. Sheri MacMillan and Norman Ewing of MacMillan Estate Planning explore the timely wealth transfer issue on this week's edition of The Strongroom.

A recent survey by RBC Wealth Management says over 75% of high net worth Canadians do not have a detailed plan in place to pass on their assets. The report estimates 400 billion dollars of wealth is going to change hands within a generation. Sheri MacMillan and Norman Ewing of MacMillan Estate Planning explore the timely wealth transfer issue on this week's edition of The Strongroom.

In a world of evolving tax policy and legislation, having the right tax strategies in place is of vital importance in protecting the value of an estate. Trust and Estate Planning Specialist, Sheri MacMillan guides listeners through this topic on this week's edition of The Strongroom. It is a timely discussion that helps preview the first MacMillan Estate Planning seminar of the year, Thursday even...

In a world of evolving tax policy and legislation, having the right tax strategies in place is of vital importance in protecting the value of an estate. Trust and Estate Planning Specialist, Sheri MacMillan guides listeners through this topic on this week's edition of The Strongroom. It is a timely discussion that helps preview the first MacMillan Estate Planning seminar of the year, Thursday even...

Our guest experts this week are Sheri MacMillan and Norman Ewing with MacMillan Estate Planning. They cover two topics. The first is to explain why one of the best New Year's Resolutions you can make is following-through on executing a proper estate plan. Then Sheri and Norman look at important lessons families can learn from the case of "Prince".  The estate of the famed artist is in chaos in the...

Our guest experts this week are Sheri MacMillan and Norman Ewing with MacMillan Estate Planning. They cover two topics. The first is to explain why one of the best New Year's Resolutions you can make is following-through on executing a proper estate plan. Then Sheri and Norman look at important lessons families can learn from the case of "Prince".  The estate of the famed artist is in chaos in the...

On this week's edition of The Strongroom, Sheri MacMillan and Martine Tollefson discuss the soft issues of estate planning, which are the deep-seeded emotional and psychological dynamics that often threaten family harmony. Their discussion includes a challenging case involving a family cottage.

On this week's edition of The Strongroom, Sheri MacMillan and Martine Tollefson discuss the soft issues of estate planning, which are the deep-seeded emotional and psychological dynamics that often threaten family harmony. Their discussion includes a challenging case involving a family cottage.

Trusts are not just for the rich and are not necessarily complex. They can be a very effective estate planning tool that helps preserve family harmony, minimize tax and benefits business owners. Trust and Estate Planning Specialist, Sheri MacMillan explains why trust planning is truly a life planning opportunity.