The Strongroom Radio - Estate Planning Conversations

Podcast von The MacMillan Estate Planning Team

Englisch

Wissenschaft & Technologie

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Mehr 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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500 Folgen

Segment 1 | Talk to the Experts with Sheri MacMillan | October 4th, 2025

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

6. Okt. 2025 - 9 min

Segment 2 | Talk to the Experts with Sheri MacMillan | October 4th, 2025

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

6. Okt. 2025 - 8 min

Segment 4 | Talk to the Experts with Sheri MacMillan | October 4th, 2025

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

6. Okt. 2025 - 10 min

Segment 3 | Talk to the Experts with Sheri MacMillan | October 4th, 2025

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

6. Okt. 2025 - 9 min

Segment 4 | Talk to the Experts with Sheri MacMillan | September 6th, 2025

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, and conflict from consuming up to half an estate.

9. Sept. 2025 - 10 min

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