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.
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Autor
The MacMillan Estate Planning Team
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Último episódio
6 de out de 2025
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Episódios
Segment 3 | Talk to the Experts with Sheri MacMillan | January 7th 2023 06.01.2023 11:03
Sheri MacMillan is back in the studio with Wayne Nelson to discuss the start of the new year and how we can plan from an asset protection and tax mitigation perspective in 2023. Sheri talks about the tried and tested estate planning strategies available to help us do just that.
Segment 2 | Talk to the Experts with Sheri MacMillan | January 7th 2023 06.01.2023 9:14
Sheri MacMillan is back in the studio with Wayne Nelson to discuss the start of the new year and how we can plan from an asset protection and tax mitigation perspective in 2023. Sheri talks about the tried and tested estate planning strategies available to help us do just that.
Segment 1 | Talk to the Experts with Sheri MacMillan | January 7th 2023 06.01.2023 9:18
Sheri MacMillan is back in the studio with Wayne Nelson to discuss the start of the new year and how we can plan from an asset protection and tax mitigation perspective in 2023. Sheri talks about the tried and tested estate planning strategies available to help us do just that.
Segment 4 | Talk to the Experts with Sheri MacMillan | December 3rd 2022 03.12.2022 11:10
Sheri MacMillan is back in the studio with Wayne Nelson to continue the discussion about the announced wealth tax and how we can plan from an asset protection and tax mitigation perspective in 2023.
Segment 3 | Talk to the Experts with Sheri MacMillan | December 3rd 2022 03.12.2022 10:05
Sheri MacMillan is back in the studio with Wayne Nelson to continue the discussion about the announced wealth tax and how we can plan from an asset protection and tax mitigation perspective in 2023.
Segment 2 | Talk to the Experts with Sheri MacMillan | December 3rd 2022 03.12.2022 9:35
Sheri MacMillan is back in the studio with Wayne Nelson to continue the discussion about the announced wealth tax and how we can plan from an asset protection and tax mitigation perspective in 2023.
Segment 1 | Talk to the Experts with Sheri MacMillan | December 3rd 2022 03.12.2022 8:53
Sheri MacMillan is back in the studio with Wayne Nelson to continue the discussion about the announced wealth tax and how we can plan from an asset protection and tax mitigation perspective in 2023.
How can Charitable Giving be a tax plan? 19.11.2022 11:08
Sheri MacMillan is back in the studio with Wayne Nelson to discuss the recently announced Canadian Wealth Tax and the tax mitigation strategies we should put into place by the end of the year.
Hw can advanced planning help you reach your tax goals? 19.11.2022 10:07
Sheri MacMillan is back in the studio with Wayne Nelson to discuss the recently announced Canadian Wealth Tax and the tax mitigation strategies we should put into place by the end of the year.
What kind of Wealth Tax has now been announced? 19.11.2022 9:02
Sheri MacMillan is back in the studio with Wayne Nelson to discuss the recently announced Canadian Wealth Tax and the tax mitigation strategies we should put into place by the end of the year.
What tax saving strategies can protect Canadians right now? 18.11.2022 9:38
Sheri MacMillan is back in the studio with Wayne Nelson to discuss the recently announced Canadian Wealth Tax and the tax mitigation strategies we should put into place by the end of the year.
Segment 4 | Talk to the Experts with Sheri MacMillan | November 5th 2022 05.11.2022 10:18
Sheri MacMillan is back in the studio with Wayne Nelson to discuss fall fiscal budgets and wealth taxes and the tax mitigation strategies we should put into place by the end of the year.
Segment 3 | Talk to the Experts with Sheri MacMillan | November 5th 2022 05.11.2022 10:26
Sheri MacMillan is back in the studio with Wayne Nelson to discuss fall fiscal budgets and wealth taxes and the tax mitigation strategies we should put into place by the end of the year.
Segment 2 | Talk to the Experts with Sheri MacMillan | November 5th 2022 05.11.2022 9:10
Sheri MacMillan is back in the studio with Wayne Nelson to discuss fall fiscal budgets and wealth taxes and the tax mitigation strategies we should put into place by the end of the year.
Segment 1 | Talk to the Experts with Sheri MacMillan | November 5th 2022 05.11.2022 9:55
Sheri MacMillan is back in the studio with Wayne Nelson to discuss fall fiscal budgets and wealth taxes and the tax mitigation strategies we should put into place by the end of the year.
How to invest during a recession 24.09.2022 10:17
Chris Sabat from MacMillan Estate planning discusses how trust planning minimized tax for the British Royal Family, protecting your business, keeping your estate in your bloodline, and investing during a recession.
How to income splitting and estate freezes lock in tax savings for decades? 24.09.2022 10:22
Chris Sabat from MacMillan Estate planning discusses how trust planning minimized tax for the British Royal Family, protecting your business, keeping your estate in your bloodline, and investing during a recession.
Business succession: Is equal always fair? 24.09.2022 9:32
Chris Sabat from MacMillan Estate planning discusses how trust planning minimized tax for the British Royal Family, protecting your business, keeping your estate in your bloodline, and investing during a recession.
What is 'bloodline protection' and how did it help the British monarchy? 24.09.2022 9:29
Chris Sabat from MacMillan Estate planning discusses how trust planning minimized tax for the British Royal Family, protecting your business, keeping your estate in your bloodline, and investing during a recession.
An Estate Freeze Can Solidify The Value Of Your Estate And Save Tax 23.07.2022 10:25
Sheri MacMillan, Founder and CEO of MacMillan Estate Planning, joins host Wayne Nelson to chat about the risks of inflation, the safety of Trusts, and how to protect our estates from undue taxation.
A Portion Of Your Estate Can Grow Tax Exempt For The Rest Of Your Life 23.07.2022 10:30
Sheri MacMillan, Founder and CEO of MacMillan Estate Planning, joins host Wayne Nelson to chat about the risks of inflation, the safety of Trusts, and how to protect our estates from undue taxation.
Trusts Cannot Be Contested Or Put Through Probate 23.07.2022 9:25
Sheri MacMillan, Founder and CEO of MacMillan Estate Planning, joins host Wayne Nelson to chat about the risks of inflation, the safety of Trusts, and how to protect our estates from undue taxation.
An Income Tax Increase Is Coming, But You Can Be Protected 23.07.2022 9:14
Sheri MacMillan, Founder and CEO of MacMillan Estate Planning, joins host Wayne Nelson to chat about the risks of inflation, the safety of Trusts, and how to protect our estates from undue taxation.
4 - How Can Comprehensive Estate Planning Mitigate Tax? 04.06.2022 10:21
Founder and CEO of MacMillan Estate Planning, Sheri MacMillan, joins host Wayne Nelson to discuss the expected fall wealth tax, the 2022 Canadian census, and how comprehensive estate planning should be taken advantage of now, rather than later.
3 - How Can Families Prepare For Trudeau's Expected Wealth Tax? 04.06.2022 10:49
Founder and CEO of MacMillan Estate Planning, Sheri MacMillan, joins host Wayne Nelson to discuss the expected fall wealth tax, the 2022 Canadian census, and how comprehensive estate planning should be taken advantage of now, rather than later.
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