MacMillan Estate Planning Blog
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MacMillan Estate Planning is committed to the protection of you and your family's future through comprehensive estate plans that incorporate creative solutions.This Blog provides news and information for all estate, will, trust, succession and other financial planning services.
MacMillan Estate Planning Blog
1d ago
As colder temperatures start to subside, and nature bursts with new life, there's a sense of renewal in the air. Springtime brings with it the perfect opportunity to refresh and rejuvenate not just our homes and gardens, but also our most essential plans – our estate plans. Just as we clear out clutter and dust away the cobwebs during our spring-cleaning rituals, it's equally crucial to give our estate plans the attention they deserve ..read more
MacMillan Estate Planning Blog
1M ago
As we celebrate St. Patrick's Day and the luck of the Irish, let us also recognize the role that luck can play in estate planning. With MacMillan Estate Planning by their client’s side, individuals can harness the power of luck through strategic tax and investment planning, ensuring that their financial futures are secure and prosperous. So, luck may bring unexpected twists and turns, but with the right advisor, individuals can navigate these challenges with confidence and emerge victorious in safeguarding their future ..read more
MacMillan Estate Planning Blog
3M ago
As the calendar turns and a new year unfolds before us, many of us are engrossed in developing resolutions centered around personal growth, health and career aspirations. While these are undoubtedly crucial aspects of our lives, there is one vital area that often gets overlooked – your estate plan.   ..read more
MacMillan Estate Planning Blog
4M ago
Harmony for the Holidays: Balancing Quality Family Time and Relaxation while Looking Forward to the Future ..read more
MacMillan Estate Planning Blog
5M ago
As Canada grapples with its economic outlook in the aftermath of the 2023 Fall Economic Statement, many individuals and businesses are left pondering the future. Despite high expectations, the statement did not introduce significant changes or relief in taxes and fiscal policies, particularly impacting sectors reliant on charitable donations, which now face potential constraints due to changes in the Alternative Minimum Tax ..read more
MacMillan Estate Planning Blog
5M ago
In the heart of a charming Calgary neighborhood, the Somerville Duplex has stood as a silent witness to over a century of history. This building, constructed in the Tudor Revival style in 1911 during the Canadian Pacific Railway expansion in Calgary, has a rich past as the home of prominent figures such as entrepreneur Wm. Somerville and Abraham Belzberg. However, in more recent years, the building had fallen into disrepair, becoming a shadow of its former self. That was until Sheri MacMillan, the CEO of Macmillan Estate Planning and a visionary owner, stepped in to breathe new life into the ..read more
MacMillan Estate Planning Blog
6M ago
As 2023 winds down and we anticipate the festive warmth of the holiday season, strategic financial introspection is more essential than ever. One topic that has consistently resonated in financial circles this year is the federal government’s upcoming Fall Economic Statement, with its anticipated implications on wealth taxes ..read more
MacMillan Estate Planning Blog
7M ago
As 2023 progresses towards its conclusion, it's a time for reflection on the past months and consideration for the future. Amidst these reflections, the importance of proactive estate planning emerges, particularly in light of the financial challenges of the year.  ..read more
MacMillan Estate Planning Blog
8M ago
Building a successful business empire is often the result of relentless dedication, visionary leadership, and unwavering commitment. However, the legacy of a successful business doesn’t end with the founder. Ensuring a seamless transition of ownership and leadership is crucial for preserving a business and securing the future of both family and business. Business succession planning, taking appropriate steps and considerations are essential to safeguard your entrepreneurial legacy. The experts at MacMillan Estate Planning are here to support you to develop a fulsome business succession plan ..read more
MacMillan Estate Planning Blog
10M ago
Summers are for spending time with family and with school out of session and longer, sunnier days, families have more opportunities to come together, whether relaxing at the family cabin, traveling or simply enjoying a backyard barbeque. In addition to creating new memories, a family trip or get together offers the perfect opportunity to address key aspects of your estate that could impact family harmony in the future ..read more