The Strongroom Radio - Estate Planning Conversations
Segment 4 | Talk to the Experts with Sheri MacMillan | September 6th, 2025
Description
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.
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