The MacMillan Estate Planning Team

The Strongroom Radio - Estate Planning Conversations

Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, law firms and accountancy firms.

Author

The MacMillan Estate Planning Team

Category

Education

Podcast website

soundcloud.com

Latest episode

Oct 6, 2025

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Episodes

Understanding Trusts - Part 1 28.01.2017

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.

Understanding Trusts - Part 2 28.01.2017

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.

Understanding Trusts - Part 1 28.01.2017

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.

Understanding Trusts - Part 2 28.01.2017

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.

Understanding Trusts - Part 1 28.01.2017

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.

7 Reasons - Part 2 21.01.2017

On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan draws on the wisdom of her in-depth experience to highlight seven key reasons why families need a well-designed estate plan. That list includes the number one misconception about estate planning.

7 Reasons - Part 1 21.01.2017

On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan draws on the wisdom of her in-depth experience to highlight seven key reasons why families need a well-designed estate plan. That list includes the number one misconception about estate planning.

New Year's Resolution: Plan to Plan - Part 2 14.01.2017

According to consumer surveys, the top New Year's Resolutions include staying fit and healthy, losing weight, spending less and saving more and spending more time with family and friends. These resolutions focus on when you are alive and well. But what happens if you are not so well, and are suddenly facing an issue like mental disability? Trust and Estate Planning Specialist, Sheri MacMillan disc...

New Year's Resolution: Plan to Plan - Part 1 14.01.2017

According to consumer surveys, the top New Year's Resolutions include staying fit and healthy, losing weight, spending less and saving more and spending more time with family and friends. These resolutions focus on when you are alive and well. But what happens if you are not so well, and are suddenly facing an issue like mental disability? Trust and Estate Planning Specialist, Sheri MacMillan disc...

Setting Priorities - Part 2 07.01.2017

The beginning of a new year is a great time to set priorities in order. A priority families often overlook is making sure they have a comprehensive estate plan in place. It can be vital in safeguarding a family's financial security and legacy! Join Trust and Estate Planning Specialist, Sheri MacMillan as she guides you through the "why" of estate planning.

Setting Priorities - Part 1 07.01.2017

The beginning of a new year is a great time to set priorities in order. A priority families often overlook is making sure they have a comprehensive estate plan in place. It can be vital in safeguarding a family's financial security and legacy! Join Trust and Estate Planning Specialist, Sheri MacMillan as she guides you through the "why" of estate planning.

A Legacy Of Growing Hope - Part 2 31.12.2016

We invite you to join us for our uplifting year-end presentation featuring Ralph and Glenda Dubienski. This Calgary husband and wife team devotes much time and effort to helping orphaned young people in Ethiopia and Rwanda reach their potential.

A Legacy Of Growing Hope - Part 1 31.12.2016

We invite you to join us for our uplifting year-end presentation featuring Ralph and Glenda Dubienski. This Calgary husband and wife team devotes much time and effort to helping orphaned young people in Ethiopia and Rwanda reach their potential.

A Legacy of Helping Others - Part 2 24.12.2016

What is the true spirit of philanthropy? The famous marathon runner, Martin Parnell helps answer that question on The Strongroom this week. He continues his amazing Living Legacy story which includes his inspirational effort in helping a woman in Afghanistan complete her first marathon against all odds.

A Legacy of Helping Others - Part 1 24.12.2016

What is the true spirit of philanthropy? The famous marathon runner, Martin Parnell helps answer that question on The Strongroom this week. He continues his amazing Living Legacy story which includes his inspirational effort in helping a woman in Afghanistan complete her first marathon against all odds.

The Marathon Man - Part 2 17.12.2016

On this week's edition of The Strongroom we get to feature the inspiring story of a person who embodies the true spirit of philanthropy. Our very special guest is Martin Parnell who incredibly ran 250 marathons in one year at the age of 55. The real story is why he did it. It's all about his quest to make a difference in lives of disadvantaged children.

The Marathon Man - Part 1 17.12.2016

On this week's edition of The Strongroom we get to feature the inspiring story of a person who embodies the true spirit of philanthropy. Our very special guest is Martin Parnell who incredibly ran 250 marathons in one year at the age of 55. The real story is why he did it. It's all about his quest to make a difference in lives of disadvantaged children.

A Gift Of Music - Part 2 10.12.2016

On this week's special presentation of The Strongroom, MacMillan Estate Planning, in the giving spirit of the season is pleased to present a most unique gift of music. Our guest is the internationally acclaimed cellist, Deryn Cullen from the U.K. She will introduce three of the most brilliant tracks from her master work album I Am Cello.

A Gift Of Music - Part 1 10.12.2016

On this week's special presentation of The Strongroom, MacMillan Estate Planning, in the giving spirit of the season is pleased to present a most unique gift of music. Our guest is the internationally acclaimed cellist, Deryn Cullen from the U.K. She will introduce three of the most brilliant tracks from her master work album I Am Cello.

Family Harmony - Part 2 03.12.2016

On this week's Strongroom program, Trust and Estate Planning Specialist, Sheri MacMillan explains why proactive estate planning is so helpful in keeping family relationships intact. Sheri also talks about the meaning of "stewardship" as it relates to estate planning.

Family Harmony - Part 1 03.12.2016

On this week's Strongroom program, Trust and Estate Planning Specialist, Sheri MacMillan explains why proactive estate planning is so helpful in keeping family relationships intact. Sheri also talks about the meaning of "stewardship" as it relates to estate planning.

The MacMillan Way - Part 1 28.11.2016

The MacMillan Way - Part 1 by The MacMillan Estate Planning Team

The MacMillan Way - Part 2 26.11.2016

On this week's edition of The Strongroom, Sheri MacMillan, the Founder and President of MacMillan Estate Planning, outlines the estate planning principles that have guided her company's success for over two decades. These timeless principles will also be the key topics at the upcoming MacMillan Estate Planning seminar, coming up Wednesday evening, November 30th.

There's Still Time - Part 2 19.11.2016

Strict new tax rules will in place on January 1st, 2017. Trust and Estate Planning Specialist, Sheri MacMillan says there still is time to implement tax planning strategies that will help mitigate the impact these tax increases will have on the value of an estate. The key though is being proactive and implementing them now, before the new tax legislation takes effect. Sheri explains the major bene...

There's Still Time - Part 1 19.11.2016

Strict new tax rules will in place on January 1st, 2017. Trust and Estate Planning Specialist, Sheri MacMillan says there still is time to implement tax planning strategies that will help mitigate the impact these tax increases will have on the value of an estate. The key though is being proactive and implementing them now, before the new tax legislation takes effect. Sheri explains the major bene...

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