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Segment 3 | Talk to the Experts with Sheri MacMillan | September 6th, 2025

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Manage episode 505470186 series 2880316
Content provided by MacMillanEstatePlanning and The MacMillan Estate Planning Team. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MacMillanEstatePlanning and The MacMillan Estate Planning Team or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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.
  continue reading

641 episodes

Artwork
iconShare
 
Manage episode 505470186 series 2880316
Content provided by MacMillanEstatePlanning and The MacMillan Estate Planning Team. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MacMillanEstatePlanning and The MacMillan Estate Planning Team or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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.
  continue reading

641 episodes

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