The Strongroom Radio - Estate Planning Conversations

In historical times, royalty and noble class families used securely built 'Strong Rooms' to protect their wealth, important legal documents and treasured heirlooms. On this week's edition of The Strongroom radio program, Trust and Estate Planning Specialist, Sheri MacMillan explains how wise estate planning, like a Strong Room protects the assets of the wealthy today.

In historical times, royalty and noble class families used securely built 'Strong Rooms' to protect their wealth, important legal documents and treasured heirlooms. On this week's edition of The Strongroom radio program, Trust and Estate Planning Specialist, Sheri MacMillan explains how wise estate planning, like a Strong Room protects the assets of the wealthy today.

For many families, their estate plan begins and ends with a will. While having a will is important, it does not adequately address the many complexities in tax, law, and family dynamics. Trust and Estate Planning Specialist, Sheri MacMillan explains what a well-designed estate plan needs to include.

For many families, their estate plan begins and ends with a will. While having a will is important, it does not adequately address the many complexities in tax, law, and family dynamics. Trust and Estate Planning Specialist, Sheri MacMillan explains what a well-designed estate plan needs to include.

With the economic downturn we're coming through, a top of mind topic for many people these days is protecting their assets for retirement. What is the key to achieving financial peace of mind in the retirement phases of life? Sheri MacMillan is joined by estate planner, Martine Tollefson to help answer that question on this week's Strongroom program.

With the economic downturn we're coming through, a top of mind topic for many people these days is protecting their assets for retirement. What is the key to achieving financial peace of mind in the retirement phases of life? Sheri MacMillan is joined by estate planner, Martine Tollefson to help answer that question on this week's Strongroom program.

On this week's program, our estate planning experts, Sheri MacMillan and Norman Ewing, talk about the powerful benefits of a tax saving strategy called an estate freeze. It's a very timely topic in light of the rigid new tax rules coming into effect on January 1st, 2017.

On this week's program, our estate planning experts, Sheri MacMillan and Norman Ewing, talk about the powerful benefits of a tax saving strategy called an estate freeze. It's a very timely topic in light of the rigid new tax rules coming into effect on January 1st, 2017.

To help preview the upcoming MacMillan Estate Planning seminar, Wednesday, October 26th, 2016 Trust and Estate Planning Specialist, Sheri MacMillan, explores the timely topic of tax planning. The rigid new tax rules coming into effect January 1st, 2017, will have a dramatic impact on the value of estates if proactive steps aren't taken now.

To help preview the upcoming MacMillan Estate Planning seminar, Wednesday, October 26th, 2016 Trust and Estate Planning Specialist, Sheri MacMillan, explores the timely topic of tax planning. The rigid new tax rules coming into effect January 1st, 2017, will have a dramatic impact on the value of estates if proactive steps aren't taken now.

It's a big challenge for families to protect their life's work, and that is why as Trust and Estate Planning Specialist, Sheri MacMillan explains, families need to have the right information on how to safeguard their financial future.

It's a big challenge for families to protect their life's work, and that is why as Trust and Estate Planning Specialist, Sheri MacMillan explains, families need to have the right information on how to safeguard their financial future.

Trust and Estate Planning Specialist, Sheri MacMillan explains why minimizing tax is a key to ensuring the financial future of your family and Sheri talks about why trusts are such a powerful estate planning tool.

Trust and Estate Planning Specialist, Sheri MacMillan explains why minimizing tax is a key to ensuring the financial future of your family and Sheri talks about why trusts are such a powerful estate planning tool.

September Seminar Preview - Part 2 by The MacMillan Estate Planning Team

September Seminar Preview - Part 1 by The MacMillan Estate Planning Team

Safeguards - Part 2 by The MacMillan Estate Planning Team

Safeguards - Part 1 by The MacMillan Estate Planning Team

Peace of Mind - Part 2 by The MacMillan Estate Planning Team

Peace of Mind - Part 1 by The MacMillan Estate Planning Team

Why It's So Vitally Important For Families to Protect Their Wealth - Part 1 by The MacMillan Estate Planning Team

Why It's So Vitally Important For Families to Protect Their Wealth - Part 2 by The MacMillan Estate Planning Team

Tax Planning Now- Part 2 by The MacMillan Estate Planning Team

Tax Planning Now - Part 1 by The MacMillan Estate Planning Team

The Family Cottage - Part 1 by The MacMillan Estate Planning Team