The Strongroom Radio - Estate Planning Conversations: Recent Episodes
The MacMillan Estate Planning Team
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.
Segment 3 | Talk to the Experts with Sheri MacMillan | October 4th, 2025 by The MacMillan Estate Planning Team
Segment 1 | Talk to the Experts with Sheri MacMillan | October 4th, 2025 by The MacMillan Estate Planning Team
Segment 2 | Talk to the Experts with Sheri MacMillan | October 4th, 2025 by The MacMillan Estate Planning Team
Segment 4 | Talk to the Experts with Sheri MacMillan | October 4th, 2025 by The MacMillan Estate Planning Team
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.
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.
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.
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.
Segment 3 | Talk to the Experts with Sheri MacMillan | August 2nd, 2025 by The MacMillan Estate Planning Team
Segment 2 | Talk to the Experts with Sheri MacMillan | August 2nd, 2025 by The MacMillan Estate Planning Team
Segment 4 | Talk to the Experts with Sheri MacMillan | August 2nd, 2025 by The MacMillan Estate Planning Team
Segment 1 | Talk to the Experts with Sheri MacMillan | August 2nd, 2025 by The MacMillan Estate Planning Team
Segment 4 | Talk to the Experts with Sheri MacMillan | July 12th, 2025 by The MacMillan Estate Planning Team
Segment 3 | Talk to the Experts with Sheri MacMillan | July 12th, 2025 by The MacMillan Estate Planning Team
Segment 2 | Talk to the Experts with Sheri MacMillan | July 12th, 2025 by The MacMillan Estate Planning Team
Segment 1 | Talk to the Experts with Sheri MacMillan | July 12th, 2025 by The MacMillan Estate Planning Team
In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth.Whether you're just beginning your estate planning journey or looking to fine-tune your existing plan, this episode is packed with practical guidance you won't want to miss.
In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth.Whether you're just beginning your estate planning journey or looking to fine-tune your existing plan, this episode is packed with practical guidance you won't want to miss.
In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth.Whether you're just beginning your estate planning journey or looking to fine-tune your existing plan, this episode is packed with practical guidance you won't want to miss.
In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth.Whether you're just beginning your estate planning journey or looking to fine-tune your existing plan, this episode is packed with practical guidance you won't want to miss.
In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.
In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.
In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.
In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.
Segment 3 | Talk to the Experts with Sheri MacMillan | March 2nd, 2024 by The MacMillan Estate Planning Team
Segment 4 | Talk to the Experts with Sheri MacMillan | March 2nd, 2024 by The MacMillan Estate Planning Team
Segment 2 | Talk to the Experts with Sheri MacMillan | March 2nd, 2024 by The MacMillan Estate Planning Team
Segment 1 | Talk to the Experts with Sheri MacMillan | March 2nd, 2024 by The MacMillan Estate Planning Team
Segment 3 | Talk to the Experts with Sheri MacMillan | Feb 3rd, 2024 by The MacMillan Estate Planning Team
Segment 2 | Talk to the Experts with Sheri MacMillan | Feb 3rd, 2024 by The MacMillan Estate Planning Team
Segment 4 | Talk to the Experts with Sheri MacMillan | Feb 3rd, 2024 by The MacMillan Estate Planning Team
Segment 1 | Talk to the Experts with Sheri MacMillan | Feb 3rd, 2024 by The MacMillan Estate Planning Team
Norman Ewing and Paul Lindsey returned to Wayne Nelson's studio at the beginning of 2024 to continue the discussion on how MacMillan Estate Planning can help to prepare for the future and safeguard your significance.
Norman Ewing and Paul Lindsey returned to Wayne Nelson's studio at the beginning of 2024 to continue the discussion on how MacMillan Estate Planning can help to prepare for the future and safeguard your significance.
Norman Ewing and Paul Lindsey returned to Wayne Nelson's studio at the beginning of 2024 to continue the discussion on how MacMillan Estate Planning can help to prepare for the future and safeguard your significance.
Norman Ewing and Paul Lindsey returned to Wayne Nelson's studio at the beginning of 2024 to continue the discussion on how MacMillan Estate Planning can help to prepare for the future and safeguard your significance.
Norman Ewing and Paul Lindsey have returned to the studio alongside Wayne Nelson to delve further into the conversation about how MacMillan Estate Planning can assist you in getting ready for the future and preserving your significance.
Norman Ewing and Paul Lindsey have returned to the studio alongside Wayne Nelson to delve further into the conversation about how MacMillan Estate Planning can assist you in getting ready for the future and preserving your significance.
Norman Ewing and Paul Lindsey have returned to the studio alongside Wayne Nelson to delve further into the conversation about how MacMillan Estate Planning can assist you in getting ready for the future and preserving your significance.
Norman Ewing and Paul Lindsey have returned to the studio alongside Wayne Nelson to delve further into the conversation about how MacMillan Estate Planning can assist you in getting ready for the future and preserving your significance.
Sheri MacMillan, Norman Ewing, and Wayne Nelson have come together again in the studio to delve deeper into how MacMillan Estate Planning can help individuals prepare for their future and safeguard their legacy.
Sheri MacMillan, Norman Ewing, and Wayne Nelson have come together again in the studio to delve deeper into how MacMillan Estate Planning can help individuals prepare for their future and safeguard their legacy.
Sheri MacMillan, Paul Lindsey, and Wayne Nelson reunite in the studio once more to explore further how MacMillan Estate Planning can assist people in getting ready for their future and securing their heritage.
Sheri MacMillan, Paul Lindsey, and Wayne Nelson reunite in the studio once more to explore further how MacMillan Estate Planning can assist people in getting ready for their future and securing their heritage.
Sheri MacMillan, Paul Lindsey, and Wayne Nelson reunite in the studio once more to explore further how MacMillan Estate Planning can assist people in getting ready for their future and securing their heritage.
Sheri MacMillan, Paul Lindsey, and Wayne Nelson reunite in the studio once more to explore further how MacMillan Estate Planning can assist people in getting ready for their future and securing their heritage.
Sheri MacMillan, Paul Lindsey, and Wayne Nelson come together in the studio once again to delve deeper into how MacMillan Estate Planning can support individuals in preparing for their future and safeguarding their legacy
Sheri MacMillan, Paul Lindsey, and Wayne Nelson come together in the studio once again to delve deeper into how MacMillan Estate Planning can support individuals in preparing for their future and safeguarding their legacy
Sheri MacMillan, Paul Lindsey, and Wayne Nelson come together in the studio once again to delve deeper into how MacMillan Estate Planning can support individuals in preparing for their future and safeguarding their legacy
Sheri MacMillan, Paul Lindsey, and Wayne Nelson come together in the studio once again to delve deeper into how MacMillan Estate Planning can support individuals in preparing for their future and safeguarding their legacy
Sheri MacMillan and Wayne Nelson reconvene in the studio to further explore how MacMillan Estate Planning can assist individuals in planning for their future and protecting their legacy, as far as summer is an opportune time for such planning.
Sheri MacMillan and Wayne Nelson reconvene in the studio to further explore how MacMillan Estate Planning can assist individuals in planning for their future and protecting their legacy, as far as summer is an opportune time for such planning.
Sheri MacMillan and Wayne Nelson reconvene in the studio to further explore how MacMillan Estate Planning can assist individuals in planning for their future and protecting their legacy, as far as summer is an opportune time for such planning.
Sheri MacMillan and Wayne Nelson reconvene in the studio to further explore how MacMillan Estate Planning can assist individuals in planning for their future and protecting their legacy, as far as summer is an opportune time for such planning.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how MacMillan Estate Planning can help you prepare for your future, and safeguard your significance.
Our next series is continuing the discussion surrounding our current economic state of inflation and higher interest rates. Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how we can prepare and protect ourselves from an asset protection and tax mitigation perspective.
Our next series is continuing the discussion surrounding our current economic state of inflation and higher interest rates. Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how we can prepare and protect ourselves from an asset protection and tax mitigation perspective.
Our next series is continuing the discussion surrounding our current economic state of inflation and higher interest rates. Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how we can prepare and protect ourselves from an asset protection and tax mitigation perspective.
Our next series is continuing the discussion surrounding our current economic state of inflation and higher interest rates. Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how we can prepare and protect ourselves from an asset protection and tax mitigation perspective.
Sheri MacMillan is back in the studio with Wayne Nelson to discuss the start of the new year and the various issues surrounding our economy with inflation and higher interest rates. Many of us are wondering what to expect when the federal 2023 budget is announced. Sheri is here to talk about how we can prepare and protect ourselves from an asset protection and tax mitigation perspective.
Sheri MacMillan is back in the studio with Wayne Nelson to discuss the start of the new year and the various issues surrounding our economy with inflation and higher interest rates. Many of us are wondering what to expect when the federal 2023 budget is announced. Sheri is here to talk about how we can prepare and protect ourselves from an asset protection and tax mitigation perspective.
Sheri MacMillan is back in the studio with Wayne Nelson to discuss the start of the new year and the various issues surrounding our economy with inflation and higher interest rates. Many of us are wondering what to expect when the federal 2023 budget is announced. Sheri is here to talk about how we can prepare and protect ourselves from an asset protection and tax mitigation perspective.
Sheri MacMillan is back in the studio with Wayne Nelson to discuss the start of the new year and the various issues surrounding our economy with inflation and higher interest rates. Many of us are wondering what to expect when the federal 2023 budget is announced. Sheri is here to talk about how we can prepare and protect ourselves from an asset protection and tax mitigation perspective.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.
Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.
Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.
Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.
Sheri MacMillan chats with Wayne Nelson at QR77 about the recent provincial budgets, what to expect for the federal budget, the Emergencies ACt, protecting your wealth, trust planning, tax planning, and much more.
Sheri MacMillan chats with Wayne Nelson at QR77 about the recent provincial budgets, what to expect for the federal budget, the Emergencies ACt, protecting your wealth, trust planning, tax planning, and much more.
Sheri MacMillan chats with Wayne Nelson at QR77 about the recent provincial budgets, what to expect for the federal budget, the Emergencies ACt, protecting your wealth, trust planning, tax planning, and much more.
Sheri MacMillan chats with Wayne Nelson at QR77 about the recent provincial budgets, what to expect for the federal budget, the Emergencies ACt, protecting your wealth, trust planning, tax planning, and much more.
With Covid restrictions due to lifted on Canada Day, and the markets up, Canadians are starting to feel more positive than they have for a very long time. The sun is out, and the light at the end of the tunnel feels within our grasp.
Covid brought into sharp focus the need to plan. And although government spending looks like it has had a positive impact on the economy today, governments will need to find ways to recoup their losses. In the USA, Biden has already announced his tax plans to raise taxes on the wealthy and corporations, and many suspect Trudeau won’t be far behind.
So how can wealthy families plan for future tax increases while also benefitting from the positive markets? Sheri MacMillan, CEO and Founder of MacMillan Estate Planning, joins us today to share her ideas and wisdom with us.
With Covid restrictions due to lifted on Canada Day, and the markets up, Canadians are starting to feel more positive than they have for a very long time. The sun is out, and the light at the end of the tunnel feels within our grasp.
Covid brought into sharp focus the need to plan. And although government spending looks like it has had a positive impact on the economy today, governments will need to find ways to recoup their losses. In the USA, Biden has already announced his tax plans to raise taxes on the wealthy and corporations, and many suspect Trudeau won’t be far behind.
So how can wealthy families plan for future tax increases while also benefitting from the positive markets? Sheri MacMillan, CEO and Founder of MacMillan Estate Planning, joins us today to share her ideas and wisdom with us.
With Covid restrictions due to lifted on Canada Day, and the markets up, Canadians are starting to feel more positive than they have for a very long time. The sun is out, and the light at the end of the tunnel feels within our grasp.
Covid brought into sharp focus the need to plan. And although government spending looks like it has had a positive impact on the economy today, governments will need to find ways to recoup their losses. In the USA, Biden has already announced his tax plans to raise taxes on the wealthy and corporations, and many suspect Trudeau won’t be far behind.
So how can wealthy families plan for future tax increases while also benefitting from the positive markets? Sheri MacMillan, CEO and Founder of MacMillan Estate Planning, joins us today to share her ideas and wisdom with us.
With Covid restrictions due to lifted on Canada Day, and the markets up, Canadians are starting to feel more positive than they have for a very long time. The sun is out, and the light at the end of the tunnel feels within our grasp.
Covid brought into sharp focus the need to plan. And although government spending looks like it has had a positive impact on the economy today, governments will need to find ways to recoup their losses. In the USA, Biden has already announced his tax plans to raise taxes on the wealthy and corporations, and many suspect Trudeau won’t be far behind.
So how can wealthy families plan for future tax increases while also benefitting from the positive markets? Sheri MacMillan, CEO and Founder of MacMillan Estate Planning, joins us today to share her ideas and wisdom with us.
We are entering an age of unprecedented wealth transfer. Over the next decade inheritances are expected to hit over $1 trillion in Canada. Inheritances are complicated beasts. There are many decisions and strategies to consider. Regardless, death is an inevitable reality for everyone, and so are the resulting complexities of estate planning.
With us today is Sheri MacMillan to discuss some of the strategies to consider when it comes to effective estate planning in modern times.
We are entering an age of unprecedented wealth transfer. Over the next decade inheritances are expected to hit over $1 trillion in Canada. Inheritances are complicated beasts. There are many decisions and strategies to consider. Regardless, death is an inevitable reality for everyone, and so are the resulting complexities of estate planning.
With us today is Sheri MacMillan to discuss some of the strategies to consider when it comes to effective estate planning in modern times.
We are entering an age of unprecedented wealth transfer. Over the next decade inheritances are expected to hit over $1 trillion in Canada. Inheritances are complicated beasts. There are many decisions and strategies to consider. Regardless, death is an inevitable reality for everyone, and so are the resulting complexities of estate planning.
With us today is Sheri MacMillan to discuss some of the strategies to consider when it comes to effective estate planning in modern times.
We are entering an age of unprecedented wealth transfer. Over the next decade inheritances are expected to hit over $1 trillion in Canada. Inheritances are complicated beasts. There are many decisions and strategies to consider. Regardless, death is an inevitable reality for everyone, and so are the resulting complexities of estate planning.
With us today is Sheri MacMillan to discuss some of the strategies to consider when it comes to effective estate planning in modern times.
A Hopeful Message Of Security For Your Legacy - Part 3 by The MacMillan Estate Planning Team
A Hopeful Message Of Security For Your Legacy - Part 1 by The MacMillan Estate Planning Team
A Hopeful Message Of Security For Your Legacy - Part 2 by The MacMillan Estate Planning Team
A Hopeful Message Of Security For Your Legacy - Part 4 by The MacMillan Estate Planning Team
Strategies To Weather Unprecedented Times & Investment Trust Planning - Part 3 by The MacMillan Estate Planning Team
Strategies To Weather Unprecedented Times & Investment Trust Planning - Part 1 by The MacMillan Estate Planning Team
Strategies To Weather Unprecedented Times & Investment Trust Planning - Part 2 by The MacMillan Estate Planning Team
Strategies To Weather Unprecedented Times & Investment Trust Planning - Part 4 by The MacMillan Estate Planning Team
Estate Planning For Investors, Maximizing Tax Exemptions, And Estate Planning For Singles Part 4 by The MacMillan Estate Planning Team
Estate Planning For Investors, Maximizing Tax Exemptions, And Estate Planning For Singles Part 1 by The MacMillan Estate Planning Team
Estate Planning For Investors, Maximizing Tax Exemptions, And Estate Planning For Singles Part 2 by The MacMillan Estate Planning Team
Estate Planning For Investors, Maximizing Tax Exemptions, And Estate Planning For Singles Part 3 by The MacMillan Estate Planning Team
Going Back To Basics With Your Estate And Trust Planning Part 2 by The MacMillan Estate Planning Team
Going Back To Basics With Your Estate And Trust Planning Part 4 by The MacMillan Estate Planning Team
Going Back To Basics With Your Estate And Trust Planning Part 3 by The MacMillan Estate Planning Team
Going Back To Basics With Your Estate And Trust Planning Part 1 by The MacMillan Estate Planning Team
How To Protect Assets During Turbulent Economic Times Part 2 by The MacMillan Estate Planning Team
How To Protect Assets During Turbulent Economic Times Part 1 by The MacMillan Estate Planning Team
How To Protect Assets During Turbulent Economic Times Part 3 by The MacMillan Estate Planning Team
How To Protect Assets During Turbulent Economic Times Part 4 by The MacMillan Estate Planning Team
How To Prepare For New Taxes As A Result Of COVID-19 Part 1 by The MacMillan Estate Planning Team
How To Prepare For New Taxes As A Result Of COVID-19 Part 3 by The MacMillan Estate Planning Team
How To Prepare For New Taxes As A Result Of COVID-19 Part 2 by The MacMillan Estate Planning Team
How To Prepare For New Taxes As A Result Of COVID-19 Part 4 by The MacMillan Estate Planning Team
How To Future Proof Your Estate For Potential Downturns Part 3 by The MacMillan Estate Planning Team
How To Future Proof Your Estate For Potential Downturns Part 1 by The MacMillan Estate Planning Team
How To Future Proof Your Estate For Potential Downturns Part 4 by The MacMillan Estate Planning Team
How To Future Proof Your Estate For Potential Downturns Part 2 by The MacMillan Estate Planning Team
Foundational Practices For Financial Safety During Uncertain Times Part 1 by The MacMillan Estate Planning Team
Foundational Practices For Financial Safety During Uncertain Times Part 3 by The MacMillan Estate Planning Team
Foundational Practices For Financial Safety During Uncertain Times Part 4 by The MacMillan Estate Planning Team
Foundational Practices For Financial Safety During Uncertain Times Part 2 by The MacMillan Estate Planning Team
How To Arrange Estate Planning During COVID - 19 Part 2 by The MacMillan Estate Planning Team
How To Arrange Estate Planning During COVID - 19 Part 4 by The MacMillan Estate Planning Team
How To Arrange Estate Planning During COVID - 19 Part 1 by The MacMillan Estate Planning Team
How To Arrange Estate Planning During COVID - 19 Part 3 by The MacMillan Estate Planning Team
Wayne talks with MacMillan Estate's Martine Tollefson and Meryl Coombs from Spruce It Up Garden Centre about entrepreneurship and succession planning for a family business.
Wayne talks with MacMillan Estate's Martine Tollefson and Meryl Coombs from Spruce It Up Garden Centre about entrepreneurship and succession planning for a family business.
This week, Wayne speaks with Henry Villanueva about a case study on applying for a home ownership line of credit or a "HELOC" as it pertains to the co-ownership of a business by two people.
This week, Wayne speaks with Henry Villanueva about a case study on applying for a home ownership line of credit or a "HELOC" as it pertains to the co-ownership of a business by two people.
Wayne continues with part two of his talk with Henry Villanueva about estate administration.
Wayne continues with part two of his talk with Henry Villanueva about estate administration.
This week, Wayne speaks with Henry Villanueva about estate administration and the responsibilities related to probating a will.
This week, Wayne speaks with Henry Villanueva about estate administration and the responsibilities related to probating a will.
Succession planning is a big topic, and today Wayne Nelson and Henry Villanueva discuss some of the highlights, such as the sale and transfer of shares to family members, positioning a corporate structure, and how an estate freeze works.
MacMillan Estate Planning legal counsel Henry Villanueva talks to Wayne about recreational properties and their role in your estate plan.
MacMillan Estate Planning legal counsel Henry Villanueva talks to Wayne about recreational properties and their role in your estate plan.
Succession planning is a big topic, and today Wayne Nelson and Henry Villanueva discuss some of the highlights, such as the sale and transfer of shares to family members, positioning a corporate structure, and how an estate freeze works.
When it comes to the family business, who do you really count as “family”? Wayne speaks with Henry Villanueva about the nuanced relationships behind a family business.
When it comes to the family business, who do you really count as “family”? Wayne speaks with Henry Villanueva about the nuanced relationships behind a family business.
Wayne Nelson speaks with MacMillan Estate Planning legal counsel Henry Villanueva on valuing family harmony when preparing your estate, especially when considering problems of addiction or complex relationships.
Wayne Nelson speaks with MacMillan Estate Planning legal counsel Henry Villanueva on valuing family harmony when preparing your estate, especially when considering problems of addiction or complex relationships.
Wayne speaks with MacMillan Estate legal counsel Henry Villanueva about making sure business partners stay friends. What's needed to make that happen and the provisions that should be in place to help ensure success.
Wayne speaks with MacMillan Estate legal counsel Henry Villanueva about making sure business partners stay friends. What's needed to make that happen and the provisions that should be in place to help ensure success.
Wayne speaks with MacMillan Estate's Henry Villanueva about estate planning for business owners.
Wayne speaks with MacMillan Estate's Henry Villanueva about estate planning for business owners.
Wayne speaks with Martine Tollefson and Ken Huynh about estate planning for beneficiaries with mental illness.
Wayne speaks with Martine Tollefson and Ken Huynh about estate planning for beneficiaries with mental illness.
This week, Wayne speaks with Henry Villanueva about the importance of the enduring power of attorney and personal directive in the estate planning process.
This week, Wayne speaks with Henry Villanueva about the importance of the enduring power of attorney and personal directive in the estate planning process.
Wayne talks philanthropy with Calgary dentist Brad Krusky and follows up with Sherri MacMillan on how people can carry on with charitable contributions in their life plans.
Wayne talks philanthropy with Calgary dentist Brad Krusky and follows up with Sherri MacMillan on how people can carry on with charitable contributions in their life plans.
This week Wayne speaks with financial commentator Kelly Keane about the importance of having a good, reliable executor for your estate.
This week Wayne speaks with financial commentator Kelly Keane about the importance of having a good, reliable executor for your estate.
This week Wayne talks with Bonnie Elliott from The Business Development Bank of Canada about an online tool for entrepreneurs.
This week Wayne talks with Bonnie Elliott from The Business Development Bank of Canada about an online tool for entrepreneurs.
Wayne speaks with Michael Wolfson, a former assistant chief statistician with Statistics Canada about tax planning.
Wayne speaks with Michael Wolfson, a former assistant chief statistician with Statistics Canada about tax planning.
Wayne speaks with Brenda Prisco of Aon Hewitt about the state of Canada's defined pension plans.
Wayne speaks with Brenda Prisco of Aon Hewitt about the state of Canada's defined pension plans.
Wayne talks to Sherri MacMillan about snowbirds and having the right health care and knowing foreign investment rules.
Wayne talks to Sherri MacMillan about snowbirds and having the right health care and knowing foreign investment rules.
This week, Peter speaks with Sherri MacMillan about starting the new year with a new financial and retirement plan.
This week, Peter speaks with Sherri MacMillan about starting the new year with a new financial and retirement plan.
This week, Peter speaks with Sherri MacMillan about the basic principles of a good estate plan.
This week, Peter speaks with Sherri MacMillan about the basic principles of a good estate plan.
This week Peter speaks with Dr. John Muscedere of the Canadian Frailty Network, about a new report on aging and balancing medical needs with quality of life.
This week Peter speaks with Dr. John Muscedere of the Canadian Frailty Network, about a new report on aging and balancing medical needs with quality of life.
This week Peter speaks with Amber Ruddy of the Canadian Federation of Independent Business about a new survey on the future of small businesses in Canada.
This week Peter speaks with Amber Ruddy of the Canadian Federation of Independent Business about a new survey on the future of small businesses in Canada.
This week Peter speaks with Calgary fashion designers Kate Hewko and Nicole Tomney about a charity fashion show benefiting the Sheldrick Trust, an elephant orphanage in Kenya.
This week Peter speaks with Calgary fashion designers Kate Hewko and Nicole Tomney about a charity fashion show benefiting the Sheldrick Trust, an elephant orphanage in Kenya.
This week Peter speaks with a Joan and John, a couple who are MacMillan Estate clients and their life story.
This week Peter speaks with a Joan and John, a couple who are MacMillan Estate clients and their life story.
This week Peter speaks with Irene Martin-Lindsay, a seniors rights advocate about factoring housing and health care needs into a life plan.
This week Peter speaks with Irene Martin-Lindsay, a seniors rights advocate about factoring housing and health care needs into a life plan.
Peter speaks with Will McAleer, head of the Travel Health Insurance Association of Canada about a recent survey done by his organization.
Peter speaks with Will McAleer, head of the Travel Health Insurance Association of Canada about a recent survey done by his organization.
This week, Peter speaks with Wanda Morris from the Canadian Association of Retired Persons about CARP's submission to the steering committee looking at a national pharmacare program.
This week, Peter speaks with Wanda Morris from the Canadian Association of Retired Persons about CARP's submission to the steering committee looking at a national pharmacare program.
This week, Peter speaks with Laura Tamblyn Watts from CARP: The Canadian Association of Retired Persons about the medicinal effects of cannabis and Linda Fawcus, who runs a company called Gluu Technologies about an email product developed for seniors.
This week, Peter speaks with Laura Tamblyn Watts from CARP: The Canadian Association of Retired Persons about the medicinal effects of cannabis and Linda Fawcus, who runs a company called Gluu Technologies about an email product developed for seniors.
This week Peter talks about enjoying the wealth you've created with Cruise Critic's Colleen McDaniel and travel insurance with Pam Murray from The Alberta Motor Association.
This week Peter talks about enjoying the wealth you've created with Cruise Critic's Colleen McDaniel and travel insurance with Pam Murray from The Alberta Motor Association.
Peter speaks with Dr. Jasneet Parmar, an Edmonton based geriatric specialist who's been an advocate for better seniors care for more than 25 years.
Peter speaks with Dr. Jasneet Parmar, an Edmonton based geriatric specialist who's been an advocate for better seniors care for more than 25 years.
Peter speaks with Dr. Gigi Osler, the new president of the Canadian Medical Association about bringing more attention to seniors care.
Peter speaks with Dr. Gigi Osler, the new president of the Canadian Medical Association about bringing more attention to seniors care.
This week Peter speaks with Susan Westenberger from the Calgary Police Service's Elder Abuse Response Team about seniors fraud.
This week Peter speaks with Susan Westenberger from the Calgary Police Service's Elder Abuse Response Team about seniors fraud.
Peter talks with Calgary businesswoman Connie Ruben, who wrote a book about dealing with a loved one with Alzheimer's disease.
Peter talks with Calgary businesswoman Connie Ruben, who wrote a book about dealing with a loved one with Alzheimer's disease.
This week, Peter speaks with the provincial minister of community and social services, Irfan Sabir about the AISH program for disabled Albertans.
This week, Peter speaks with the provincial minister of community and social services, Irfan Sabir about the AISH program for disabled Albertans.
This week Peter talks with Charles Lammam of the Fraser Institute about the current climate for business in Alberta.
This week Peter talks with Charles Lammam of the Fraser Institute about the current climate for business in Alberta.
Peter speaks with Liberal MP Filomena Tassi, Minister for Seniors who has spent the first month of her term listening to Canadians about challenges that face seniors in Canada.
Peter speaks with Liberal MP Filomena Tassi, Minister for Seniors who has spent the first month of her term listening to Canadians about challenges that face seniors in Canada.
This week Peter speaks with Calgary realtor John Hrypko, a broker with Royal LePage Real Estate about a new survey the company has released about baby boomers, and the role they play in the housing market.
This week Peter speaks with Calgary realtor John Hrypko, a broker with Royal LePage Real Estate about a new survey the company has released about baby boomers, and the role they play in the housing market.
This week Peter speaks with Minal Upadhyaya of the Investments Funds Council of Canada about a video series to help advisors support senior clients.
This week Peter speaks with Minal Upadhyaya of the Investments Funds Council of Canada about a video series to help advisors support senior clients.
This week Peter speaks with Dave Beeson, a Kelowna based Royal LePage real estate broker about the state of recreational properties in British Columbia.
This week Peter speaks with Dave Beeson, a Kelowna based Royal LePage real estate broker about the state of recreational properties in British Columbia.
This week, Peter talks RESP with Chris Turchansky, head of Investor Services at ATB Financial and the topic of "elder orphans" with Stephanie Chamberlain, a PhD candidate in nursing at the U of A.
This week, Peter talks RESP with Chris Turchansky, head of Investor Services at ATB Financial and the topic of "elder orphans" with Stephanie Chamberlain, a PhD candidate in nursing at the U of A.
This week, Peter talks national pharmacare with Dr. Eric Hoskins, chair of an advisory council that has developed an online survey on the matter and with Kristin Acri of the Fraser Institute, who has just completed a study on how the pharmaceutical industry "might" react to Canada's desire to get drug costs under control.
This week, Peter talks national pharmacare with Dr. Eric Hoskins, chair of an advisory council that has developed an online survey on the matter and with Kristin Acri of the Fraser Institute, who has just completed a study on how the pharmaceutical industry "might" react to Canada's desire to get drug costs under control.
Peter talk philanthropy with Arianny Orellanes, a Venezualan woman who is travelling the world volunteering with World Life Experience.
Peter talk philanthropy with Arianny Orellanes, a Venezualan woman who is travelling the world volunteering with World Life Experience.
Peter interviews pastoral counselor Dr. Debra Meehl about the need to take care of your mind and body as well as your financial health.
Peter interviews pastoral counselor Dr. Debra Meehl about the need to take care of your mind and body as well as your financial health.
Peter talks with financial author Kelley Keehn about the risks of not having a financial plan.
Peter talks with financial author Kelley Keehn about the risks of not having a financial plan.
This week, Peter speaks with Chris Mahony, President of Go RVing Canada. The RV fraternity comes from all ages and walks of life. He's then joined by Sherri MacMillan and Henry Villeneueva of MacMillan Estate Planning to talk about the family cottage - ensuring that it remains a family asset and not a liability.
This week, Peter speaks with Chris Mahony, President of Go RVing Canada. The RV fraternity comes from all ages and walks of life. He's then joined by Sherri MacMillan and Henry Villeneueva of MacMillan Estate Planning to talk about the family cottage - ensuring that it remains a family asset and not a liability.
This week Peter speaks with financial commentator Kelly Keane about seniors fraud and Allison Trollope, director of communications and investor education for the Alberta Securities Commission about some of the finding from the latest investor index survey.
This week Peter speaks with financial commentator Kelly Keane about seniors fraud and Allison Trollope, director of communications and investor education for the Alberta Securities Commission about some of the finding from the latest investor index survey.
This week, Peter speaks with Sherry MacMillan about some of the life factors that drive some folks to create a life plan.
This week, Peter speaks with Sherry MacMillan about some of the life factors that drive some folks to create a life plan.
This week, Peter speaks with Wanda Morris, vice president of advocacy for the Canadian Association of Retired People about the Canadian Pension Plan and that their retirement finances are already off to a decent start thanks to the fund.
This week, Peter speaks with Wanda Morris, vice president of advocacy for the Canadian Association of Retired People about the Canadian Pension Plan and that their retirement finances are already off to a decent start thanks to the fund.
This week Peter speaks with Dan Kelly, president of the Canadian Federation of Independent Business about passive investment in private Canadian controlled corporations and how changes to rules around these investments may affect their retirement plans.
This week Peter speaks with Dan Kelly, president of the Canadian Federation of Independent Business about passive investment in private Canadian controlled corporations and how changes to rules around these investments may affect their retirement plans.
This week Peter talks about frailty with Dr. John Muscedere - scientific director and CEO of the Canadian Frailty Network and the need for a national seniors strategy. He then talks probate with Henry Villenueva and Terrill Bish.
This week Peter talks about frailty with Dr. John Muscedere - scientific director and CEO of the Canadian Frailty Network and the need for a national seniors strategy. He then talks probate with Henry Villenueva and Terrill Bish.
This week Peter speaks with Henry Villaneueva and Sher MacMillan about the new trend in estate planning - children calling on behalf of the parents to begin the estate plan process.
This week Peter speaks with Henry Villaneueva and Sher MacMillan about the new trend in estate planning - children calling on behalf of the parents to begin the estate plan process.
This week, Peter talks with Dr. Robert Sutherland, a neuro-scientist at the University of Lethbridge about a new research project trying to understand the origins of Alzheimers. He then speaks with Sandy Sereda , executive director of Caregivers Alberta about the importance of selecting a caregiver for elderly family members with dementia.
This week, Peter talks with Dr. Robert Sutherland, a neuro-scientist at the University of Lethbridge about a new research project trying to understand the origins of Alzheimers. He then speaks with Sandy Sereda , executive director of Caregivers Alberta about the importance of selecting a caregiver for elderly family members with dementia.
This week Peter speaks with financial advisor and author Larry Lovis about his new book "Mapping Your Retirement Road: A No Nonsense Guide to a Financially Better Life". His theme is similar to the approach taken by MacMillan Estate Planners - plan ahead and make sure you have the resources in place to protect the lifestyle you want to pursue.
This week Peter speaks with financial advisor and author Larry Lovis about his new book "Mapping Your Retirement Road: A No Nonsense Guide to a Financially Better Life". His theme is similar to the approach taken by MacMillan Estate Planners - plan ahead and make sure you have the resources in place to protect the lifestyle you want to pursue.
With addictions being a challenge for families who are crafting their life plans, Peter speaks with author and commentator Bill Bogart about opioids and the decriminalization of some drugs. Peter then speaks with Brian May, committee chair with a group from Human Resources, Skills and Social Development about a study it's releasing about advancing inclusion and quality of life for seniors.
With addictions being a challenge for families who are crafting their life plans, Peter speaks with author and commentator Bill Bogart about opioids and the decriminalization of some drugs. Peter then speaks with Brian May, committee chair with a group from Human Resources, Skills and Social Development about a study it's releasing about advancing inclusion and quality of life for seniors.
This week Peter speaks with Sheri MacMillan about Daphne Sheldrick, founder of The Sheldrick Trust - a charity that has raised 200 orphaned baby elephants in Africa. He's then joined by Lynn Preston, executive director of the Calgary Jewish Centre about the work they do in the city.
This week Peter speaks with Sheri MacMillan about Daphne Sheldrick, founder of The Sheldrick Trust - a charity that has raised 200 orphaned baby elephants in Africa. He's then joined by Lynn Preston, executive director of the Calgary Jewish Centre about the work they do in the city.
This week Peter talks to Sheri MacMillan about good tax planning in the first half of the program. In segment two, Peter talks with Rob Brandford, executive director of The Sheldrick Trust, a charity that fosters orphaned elephants in Africa...one of Sheri MacMillan's philanthropic projects.
This week Peter talks to Sheri MacMillan about good tax planning in the first half of the program. In segment two, Peter talks with Rob Brandford, executive director of The Sheldrick Trust, a charity that fosters orphaned elephants in Africa...one of Sheri MacMillan's philanthropic projects.
This week Peter speaks with Katie Wamsley and Lindsay Logan from the Portfolio Managers Association of Canada about developing a new set of guideline on investing for seniors. Then he talks to Royal LePage CEO Phil Soper about the British Columbia governments new vacancy tax in certain communities in that province.
This week Peter speaks with Katie Wamsley and Lindsay Logan from the Portfolio Managers Association of Canada about developing a new set of guideline on investing for seniors. Then he talks to Royal LePage CEO Phil Soper about the British Columbia governments new vacancy tax in certain communities in that province.
In the first half of the program, Peter talks about British Columbia's proposed property speculation taxes on vacant homes in that province. Later, the discussion turns to philanthropy with Calgary dentist Brad Krusky and the work he does in Guatamala.
In the first half of the program, Peter talks about British Columbia's proposed property speculation taxes on vacant homes in that province. Later, the discussion turns to philanthropy with Calgary dentist Brad Krusky and the work he does in Guatamala.
This week, Peter talks with Dr. Debra Meehl, a pastoral counselor and author about exercise: both body and mind with the goal of keeping mental sharpness as we age.
This week, Peter talks with Dr. Debra Meehl, a pastoral counselor and author about exercise: both body and mind with the goal of keeping mental sharpness as we age.
Peter talks with Calgary dentist Brad Krusky about philathropy and and his work with Dentistry For All, a charity that provides basic care to people in Guatemala.
Peter has a round table discussion about tax planning for estates with Henry Villanueva, Matine Tollefson and Ken Goddfrey, director of sales from Industrial Alliance Insurance.
Peter has a round table discussion about tax planning for estates with Henry Villanueva, Matine Tollefson and Ken Goddfrey, director of sales from Industrial Alliance Insurance.
Peter talks with Calgary dentist Brad Krusky about philathropy and and his work with Dentistry For All, a charity that provides basic care to people in Guatemala.
This week, Peter speaks with Henry Villanueva, Martine Tollefson and Sheri MacMillan about this weeks federal budget.
This week, Peter speaks with Henry Villanueva, Martine Tollefson and Sheri MacMillan about this weeks federal budget.
Peter speaks with Ashley Ziee from the Canadian Federation of Independent Business about the upcoming federal budget
Peter speaks with Ashley Ziee from the Canadian Federation of Independent Business about the upcoming federal budget
Peter talks to Author and financial commentator Kelley Keehn about the importance of having an executor for your will.
Peter talks to Author and financial commentator Kelley Keehn about the importance of having an executor for your will.
Peter talks with Bonnie Elliott from the Business Development Bank of Canada about a new online tool available to entrepreneurs.
Peter talks with Bonnie Elliott from the Business Development Bank of Canada about a new online tool available to entrepreneurs.
Peter speaks with Kelley Keehn on the subject of phone and email scams, and the vulnerability of senerios, in particular.
Peter speaks with Kelley Keehn on the subject of phone and email scams, and the vulnerability of senerios, in particular.
Peter talks with Michael Wolfson, former assistant chief statistician at Statistics Canada about his perspective on the most recent changes in government tax policy. He also speaks with Brenda Prysko of Aon Hewitt about defined benefit and defined contribution pension plans and how good planning can incorporate these funds into effective use during retirement years.
Peter talks with Michael Wolfson, former assistant chief statistician at Statistics Canada about his perspective on the most recent changes in government tax policy. He also speaks with Brenda Prysko of Aon Hewitt about defined benefit and defined contribution pension plans and how good planning can incorporate these funds into effective use during retirement years.
Peter talks with Brenda Prysko from Aon Hewitt about defined benefit pension plans and with Michael Wolfson, a member of the Centre for Health Law, Policy & Ethics at the University of Ottawa about recent changes to the Income Tax Act.
Peter talks with Brenda Prysko from Aon Hewitt about defined benefit pension plans and with Michael Wolfson, a member of the Centre for Health Law, Policy & Ethics at the University of Ottawa about recent changes to the Income Tax Act.
Peter talks with Sheri MacMacMillan and Henry Villeneueva about getting your financial house in order and building a life plan that encompasses what you want to achieve and defines how you expect to reach your goals.
Peter talks with Sheri MacMacMillan and Henry Villeneueva about getting your financial house in order and building a life plan that encompasses what you want to achieve and defines how you expect to reach your goals.
Peter talks with Sheri MacMillan about spending retirement years out of the country and possible tax implications.
Peter talks with Sheri MacMillan about spending retirement years out of the country and possible tax implications.
Peter talks with Brian Keating and Rob Brandford about the Sheldrick Trust, an African elephant refuge.
Peter talks with Brian Keating and Rob Brandford about the Sheldrick Trust, an African elephant refuge.
Peter talks with Alberta Senator Doug Black, who is part of the Senate Finance Committee which has gone across the country in the past three months to collect Canadian viewpoints on proposed tax changes. Dan Kelly heads the Canadian Federation of Independent Business and says the government need to back off on trying to implement these changes be January 1st.
Peter talks with Alberta Senator Doug Black, who is part of the Senate Finance Committee which has gone across the country in the past three months to collect Canadian viewpoints on proposed tax changes. Dan Kelly heads the Canadian Federation of Independent Business and says the government need to back off on trying to implement these changes be January 1st.
Peter speaks with Colin Busby, from the C.D. Howe Institute about the implications of people working past the normal retirement age and a greying workforce.
Peter speaks with Colin Busby, from the C.D. Howe Institute about the implications of people working past the normal retirement age and a greying workforce.
Peter talks with Marian Passmore - co author of a research paper co-published by FAIR Canada and the Canadian Centre for Elder law about financial abuse of Seniors. Marian is director of policy at FAIR Canada, a national voice for investors in securities regulation.
Peter talks with Marian Passmore - co author of a research paper co-published by FAIR Canada and the Canadian Centre for Elder law about financial abuse of Seniors. Marian is director of policy at FAIR Canada, a national voice for investors in securities regulation.
Peter talks with Norman Ewing and Lisa Handfield about investing strategies within the context of your life plan.
Peter talks with Norman Ewing and Lisa Handfield about investing strategies within the context of your life plan.
Peter talks with Sheri MacMillan, Henry Villanueva and Norm Ewing about tax planning for the future.
Peter talks with Sheri MacMillan, Henry Villanueva and Norm Ewing about tax planning for the future.
Peter talks with conservationists Brian Keating and Rob Brandford about the Sheldrick Trust, which rescues baby elephants in Africa and works to rehabilitate them so that they can live safely in the wild.
Peter talks with conservationists Brian Keating and Rob Brandford about the Sheldrick Trust, which rescues baby elephants in Africa and works to rehabilitate them so that they can live safely in the wild.
Peter speaks with Norman Ewing and Henry Villeneueva about the federal government's announcement on small business taxes. Then the conversation continues with a case study on loans and gifts to children.
Peter speaks with Norman Ewing and Henry Villeneueva about the federal government's announcement on small business taxes. Then the conversation continues with a case study on loans and gifts to children.
Brian Keating speaks about a recent honor given to him by the zoo. Plus Sheri MacMillan talks about annual tax planning exercises.
Brian Keating speaks about a recent honor given to him by the zoo. Plus Sheri MacMillan talks about annual tax planning exercises.
Peter talks with MacMillan's Norman Ewing, Martine Tollefson and Henry Villeneueva about planning early for the transition from one generation to the next.
Peter talks with MacMillan's Norman Ewing, Martine Tollefson and Henry Villeneueva about planning early for the transition from one generation to the next.
Peter talks with Janet Riopel, president of the Edmonton chamber of commerce and Kevin Auch, chair of the Alberta Wheat Commission about the proposed tax changes for small businesses.
Peter talks with Janet Riopel, president of the Edmonton chamber of commerce and Kevin Auch, chair of the Alberta Wheat Commission about the proposed tax changes for small businesses.
Peter continues on the topic of proposed changes to the income tax act and possible implications to business owners. His guests are Norman Ewing and Sheri MacMillan
Peter continues on the topic of proposed changes to the income tax act and possible implications to business owners. His guests are Norman Ewing and Sheri MacMillan
Peter talks with pollster Janet Brown and political observer Paul McLoughlin about the provincial economy and how it affects investment and retirement plans.
Peter talks with pollster Janet Brown and political observer Paul McLoughlin about the provincial economy and how it affects investment and retirement plans.
Peter continues the discussion on the proposed changes to the income tax act regarding small businesses. His guests are Lisa Handfield, Sanjay Niker and Norman Ewing of MacMillan Estate Planning.
Peter continues the discussion on the proposed changes to the income tax act regarding small businesses. His guests are Lisa Handfield, Sanjay Niker and Norman Ewing of MacMillan Estate Planning.
Could purposed changes to the income tax act effect small businesses? Part 4 by The MacMillan Estate Planning Team
Could purposed changes to the income tax act effect small businesses? Part 3 by The MacMillan Estate Planning Team
Peter talks wth MacMillan's Sanjay Naicher and Lisa Handfield about proposed changes to the income tax act that could have an effect on small businesses and private corporations.
Peter talks wth MacMillan's Sanjay Naicker and Lisa Handfield about proposed changes to the income tax act that could have an effect on small businesses and private corporations.
Peter talks with Kate Hewko, a jewelry designer who faces the challenges of starting a business as well as considering her retirement years.
Peter talks with Kate Hewko, a jewelry designer who faces the challenges of starting a business as well as considering her retirement years.
Peter speaks with Norm Ewing and Sheri MacMillan about 2 case studies and the plans they developed to give those clients the peace of mind that their life plans are well crafted and will stand the test of time.
Peter speaks with Norm Ewing and Sheri MacMillan about 2 case studies and the plans they developed to give those clients the peace of mind that their life plans are well crafted and will stand the test of time.
Join us for a conversation with Jevon A., an entrepreneur who services MacMillan Estate Planning. He discovered that having a MacMillan life plan has helped his business and helped his life.
Join us for a conversation with Jevon A., an entrepreneur who services MacMillan Estate Planning. He discovered that having a MacMillan life plan has helped his business and helped his life.
Join us for a conversation with Joe and Dawn, two MacMillan clients who found peace of mind and the chance to live out some dreams in retirement, all thanks to having a MacMillan plan.
Join us for a conversation with Joe and Dawn, two MacMillan clients who found peace of mind and the chance to live out some dreams in retirement, all thanks to having a MacMillan plan.
Join us for a conversation with Debra and Gary H., two MacMillan clients who built a plan that will allow them to realize dreams neither of them thought would be possible.
Join us for a conversation with Debra and Gary H., two MacMillan clients who built a plan that will allow them to realize dreams neither of them thought would be possible.
Peter talks to Martine Tollefson about getting your paperwork in order, Norman Ewing about transitioning the principle residence and Henry Villeneueva about transferring the business to either a member of the family or possibly a third party.
Peter talks to Martine Tollefson about getting your paperwork in order, Norman Ewing about transitioning the principle residence and Henry Villeneueva about transferring the business to either a member of the family or possibly a third party.
Peter talks with Sheri MacMillan and Norm Ewing about developing a well-crafted life plan.
Peter talks with Sheri MacMillan and Norm Ewing about developing a well-crafted life plan.
Peter talks with legal counsel Henry Villeneuva about setting up a company while keeping the future in mind. In part two, Norman Ewing explains different ways for grandparents to share their wealth with a new generation.
Peter talks with legal counsel Henry Villeneuva about setting up a company while keeping the future in mind. In part two, Norman Ewing explains different ways for grandparents to share their wealth with a new generation.
Peter talks with Martine Tollefson and Norm Ewing on how it’s never too early to plan for your retirement regardless of your current life situation. Good planning is the key to a stress free retirement and estate plan.
Peter talks with Martine Tollefson and Norm Ewing on how it’s never too early to plan for your retirement regardless of your current life situation. Good planning is the key to a stress free retirement and estate plan.
This week on The Strongroom, we'll talk about how getting started early is one of the keys to good estate planning - or life planning, as we like to call it - because what you are really doing is structuring a plan that protects assets, minimizes taxes, and provides peace of mind. We'll also talk about the vacation property and how to deal with the transition from the parent group to the next generation: and how to keep a place with lots of family memories from becoming a source of arguments and problems.
This week on The Strongroom, we'll talk about how getting started early is one of the keys to good estate planning - or life planning, as we like to call it - because what you are really doing is structuring a plan that protects assets, minimizes taxes, and provides peace of mind. We'll also talk about the vacation property and how to deal with the transition from the parent group to the next generation: and how to keep a place with lots of family memories from becoming a source of arguments and problems.
This week, on the Strongroom, Trust and estate planner, Norman Ewing and company founder, Sheri MacMillan, will share stories and talk about the plans they have developed to give their clients the peace-of-mind that comes from having a well-crafted, thoughtful estate plan for the years to come.
This week, on the Strongroom, Trust and estate planner, Norman Ewing and company founder, Sheri MacMillan, will share stories and talk about the plans they have developed to give their clients the peace-of-mind that comes from having a well-crafted, thoughtful estate plan for the years to come.
On this week's special edition of The Strongroom, MacMillan Estate Planning presents The Kate Hewko Story. It is more than a business success story. It is a real life example of what it means to persevere. Like Kate's bold and forward jewelry designs, she speaks openly about the ups and the downs in her career path as a business woman. It is an inspiring reminder that by making the best of setbacks in life we can turn adversity into advantage.
On this week's special edition of The Strongroom, MacMillan Estate Planning presents The Kate Hewko Story. It is more than a business success story. It is a real life example of what it means to persevere. Like Kate's bold and forward jewelry designs, she speaks openly about the ups and the downs in her career path as a business woman. It is an inspiring reminder that by making the best of setbacks in life we can turn adversity into advantage.
On this week's special edition of The Strongroom, MacMillan Estate Planning presents The Kate Hewko Story. It is more than a business success story. It is a real life example of what it means to persevere. Like Kate's bold and forward jewelry designs, she speaks openly about the ups and the downs in her career path as a business woman. It is an inspiring reminder that by making the best of setbacks in life we can turn adversity into advantage.
On this week's special edition of The Strongroom, MacMillan Estate Planning presents The Kate Hewko Story. It is more than a business success story. It is a real life example of what it means to persevere. Like Kate's bold and forward jewelry designs, she speaks openly about the ups and the downs in her career path as a business woman. It is an inspiring reminder that by making the best of setbacks in life we can turn adversity into advantage.
The cornerstone (or foundation stone) concept is derived from the first stone set in the construction of a masonry foundation. It is vitally important because all other stones will be set in reference to this stone, thus determining the position of the entire structure. On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan explains why the cornerstone of sound estate planning is what's important to you and your family.
The cornerstone (or foundation stone) concept is derived from the first stone set in the construction of a masonry foundation. It is vitally important because all other stones will be set in reference to this stone, thus determining the position of the entire structure. On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan explains why the cornerstone of sound estate planning is what's important to you and your family.
MacMillan Estate Planning has reached a significant milestone. 20 years in the business of bringing estate planning to life. On this week's edition of The Strongroom, Sheri MacMillan, the Founder and CEO of MacMillan Estate Planning, sheds an illuminating light on what makes the MacMillan approach unique. It's about a lot more than designing excellent tax and legal plans. The key is proactive life planning and understanding family dynamics.
MacMillan Estate Planning has reached a significant milestone. 20 years in the business of bringing estate planning to life. On this week's edition of The Strongroom, Sheri MacMillan, the Founder and CEO of MacMillan Estate Planning, sheds an illuminating light on what makes the MacMillan approach unique. It's about a lot more than designing excellent tax and legal plans. The key is proactive life planning and understanding family dynamics.
A newspaper headline reads LIVING TO 100 IS NOW WITHIN SIGHT FOR THOUSANDS OF CANADIANS. It sights data from Statistics Canada that projects a dramatic increase in the number of centenarians in the years ahead. 17,000 by the year 2031 and almost 80,000 by the year 2061. This trend is driven by the ever-increasing number of baby boomers and advances in health and nutrition.
According to Trust and Estate Planning Specialist, Sheri MacMillan, the longevity factor should be a major motivation for families to build estate plans that protect their life’s work for the retirement phases of life.
A newspaper headline reads LIVING TO 100 IS NOW WITHIN SIGHT FOR THOUSANDS OF CANADIANS. It sights data from Statistics Canada that projects a dramatic increase in the number of centenarians in the years ahead. 17,000 by the year 2031 and almost 80,000 by the year 2061. This trend is driven by the ever-increasing number of baby boomers and advances in health and nutrition.
According to Trust and Estate Planning Specialist, Sheri MacMillan, the longevity factor should be a major motivation for families to build estate plans that protect their life’s work for the retirement phases of life.
Why is it so important for families to have the right estate plan in place? The fact is that having the wrong plan in place sets up families to fail in reaching their life and legacy goals. For 20 years, MacMillan Estate Planning has helped families safeguard their significance by having the right plan in place.
Why is it so important for families to have the right estate plan in place? The fact is that having the wrong plan in place sets up families to fail in reaching their life and legacy goals. For 20 years, MacMillan Estate Planning has helped families safeguard their significance by having the right plan in place.
Unfortunately, many estate planners often ignore important "family dynamic" issues. They focus on efficiently transferring possessions and financial assets while minimizing taxes. Important as those goals are, they ignore the broader picture. Holistic estate planning addresses the family’s realities by including grown children in the process of planning the transition from one generation to the next. On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan sheds new light on this timely topic in advance of the upcoming MacMillan Estate Planning seminar, Thursday evening, March 30th.
Unfortunately, many estate planners often ignore important "family dynamic" issues. They focus on efficiently transferring possessions and financial assets while minimizing taxes. Important as those goals are, they ignore the broader picture. Holistic estate planning addresses the family’s realities by including grown children in the process of planning the transition from one generation to the next. On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan sheds new light on this timely topic in advance of the upcoming MacMillan Estate Planning seminar, Thursday evening, March 30th.
This week marks a significant milestone for MacMillan Estate Planning. 20 years of estate planning excellence delivered. It is a remarkable business success story that has positively impacted the lives of many families. Join Founder and CEO, Sheri MacMillan for her insightful look at the timeless principles that continue to make MacMillan Estate Planning a yardstick of estate planning quality.
This week marks a significant milestone for MacMillan Estate Planning. 20 years of estate planning excellence delivered. It is a remarkable business success story that has positively impacted the lives of many families. Join Founder and CEO, Sheri MacMillan for her insightful look at the timeless principles that continue to make MacMillan Estate Planning a yardstick of estate planning quality.
Who needs estate planning; credentials you should look for in an estate planner; timely insights on tax planning and the importance of preserving family harmony. Four vital life planning topics Trust and Estate Planning specialist, Sheri MacMillan will discuss on this week's edition of The Strongroom.
Who needs estate planning; credentials you should look for in an estate planner; timely insights on tax planning and the importance of preserving family harmony. Four vital life planning topics Trust and Estate Planning specialist, Sheri MacMillan will discuss on this week's edition of The Strongroom.
Real life case studies powerfully illustrate why MacMillan Estate Planning stands out. On this week's Strongroom program, Sheri MacMillan and Martine Tollefson share case studies that highlight the benefits of trusts in protecting capital and minimizing tax.
Real life case studies powerfully illustrate why MacMillan Estate Planning stands out. On this week's Strongroom program, Sheri MacMillan and Martine Tollefson share case studies that highlight the benefits of trusts in protecting capital and minimizing tax.
A recent survey by RBC Wealth Management says over 75% of high net worth Canadians do not have a detailed plan in place to pass on their assets. The report estimates 400 billion dollars of wealth is going to change hands within a generation. Sheri MacMillan and Norman Ewing of MacMillan Estate Planning explore the timely wealth transfer issue on this week's edition of The Strongroom.
A recent survey by RBC Wealth Management says over 75% of high net worth Canadians do not have a detailed plan in place to pass on their assets. The report estimates 400 billion dollars of wealth is going to change hands within a generation. Sheri MacMillan and Norman Ewing of MacMillan Estate Planning explore the timely wealth transfer issue on this week's edition of The Strongroom.
In a world of evolving tax policy and legislation, having the right tax strategies in place is of vital importance in protecting the value of an estate. Trust and Estate Planning Specialist, Sheri MacMillan guides listeners through this topic on this week's edition of The Strongroom. It is a timely discussion that helps preview the first MacMillan Estate Planning seminar of the year, Thursday evening, February 23rd.
In a world of evolving tax policy and legislation, having the right tax strategies in place is of vital importance in protecting the value of an estate. Trust and Estate Planning Specialist, Sheri MacMillan guides listeners through this topic on this week's edition of The Strongroom. It is a timely discussion that helps preview the first MacMillan Estate Planning seminar of the year, Thursday evening, February 23rd.
Our guest experts this week are Sheri MacMillan and Norman Ewing with MacMillan Estate Planning. They cover two topics. The first is to explain why one of the best New Year's Resolutions you can make is following-through on executing a proper estate plan. Then Sheri and Norman look at important lessons families can learn from the case of "Prince". The estate of the famed artist is in chaos in the aftermath of his passing because he didn't have an estate plan.
Our guest experts this week are Sheri MacMillan and Norman Ewing with MacMillan Estate Planning. They cover two topics. The first is to explain why one of the best New Year's Resolutions you can make is following-through on executing a proper estate plan. Then Sheri and Norman look at important lessons families can learn from the case of "Prince". The estate of the famed artist is in chaos in the aftermath of his passing because he didn't have an estate plan.
On this week's edition of The Strongroom, Sheri MacMillan and Martine Tollefson discuss the soft issues of estate planning, which are the deep-seeded emotional and psychological dynamics that often threaten family harmony. Their discussion includes a challenging case involving a family cottage.
On this week's edition of The Strongroom, Sheri MacMillan and Martine Tollefson discuss the soft issues of estate planning, which are the deep-seeded emotional and psychological dynamics that often threaten family harmony. Their discussion includes a challenging case involving a family cottage.
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.
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.
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.
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.
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.
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.
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.
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.
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 discusses how a well-designed estate plan helps keep you in control.
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 discusses how a well-designed estate plan helps keep you in control.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 benefits of proper tax planning on this week's Strongroom program.
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 benefits of proper tax planning on this week's Strongroom program.
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.
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
On this week's program, Trust and Estate Planning Specialist, Sheri MacMillan talks about bringing estate planning to life in the retirement phases of life. Sheri also highlights several proven and powerful estate planning strategies.
On this week's program, Trust and Estate Planning Specialist, Sheri MacMillan talks about bringing estate planning to life in the retirement phases of life. Sheri also highlights several proven and powerful estate planning strategies.
How to Protect Yourself from US Estate Tax - (Part 1) by The MacMillan Estate Planning Team
How to Protect Yourself from US Estate Tax - (Part 2) by The MacMillan Estate Planning Team
Communication A Key To Estate Planning For Families - (Part 2) by The MacMillan Estate Planning Team
Communication A Key To Estate Planning For Families - (Part 1) by The MacMillan Estate Planning Team
Why Families Need To Protect Their Wealth - (Part 1) by The MacMillan Estate Planning Team
Estate Planning in Times of Economic Uncertainty - (Part 2) by The MacMillan Estate Planning Team
Estate Planning in Times of Economic Uncertainty - (Part 1) by The MacMillan Estate Planning Team
Giving Back To The Community Through Conservation - (Part 2) by The MacMillan Estate Planning Team
Giving Back To The Community Through Conservation - (Part 1) by The MacMillan Estate Planning Team
Giving Back To The Community And The World - (Part 2) by The MacMillan Estate Planning Team
Giving Back To The Community And The World - (Part 1) by The MacMillan Estate Planning Team
Timely Advice for Canadians Buying U.S. Real Estate - (Part 1) by The MacMillan Estate Planning Team
Timely Advice for Canadians Buying U.S. Real Estate - (Part 2) by The MacMillan Estate Planning Team
Estate Planning for Families Case Studies - (Part 1) by The MacMillan Estate Planning Team
Estate Planning for Families Case Studies - (Part 2) by The MacMillan Estate Planning Team