---
title: Worldwide Family Estate Planners | MacMillan Estate Planning | Home
---

[![MacMillan Estate Planning](https://www.macmillanestate.com/hs-fs/hubfs/macmillan-logo-mob.png?width=126&height=118&name=macmillan-logo-mob.png "MacMillan Estate Planning")](https://www.macmillanestate.com/)

1-833-266-6464

Celebrating Over 25 Years. [CANADA](https://www.macmillanestate.com/macmillan-meet-with-us) | [USA](https://www.macmillanestate.com/macmillan-meet-with-us) | [UK](https://www.macmillanestate.com/macmillan-meet-with-us)

- [ABOUT US](https://www.macmillanestate.com/get-to-know-us) 
    - [Get to Know Us](https://www.macmillanestate.com/get-to-know-us)
    - [Our Team](https://www.macmillanestate.com/our-team)
    - [Giving Back](https://www.macmillanestate.com/giving-back)
    - [Client Spotlights](https://www.macmillanestate.com/client-spotlights)
- [SERVICES](https://www.macmillanestate.com/services) 
    - [All-Inclusive Services](https://www.macmillanestate.com/services)
    - [Will Planning](https://www.macmillanestate.com/will-planning)
    - [Investments & Assets](https://www.macmillanestate.com/investments-and-assets)
    - [Business Succession](https://www.macmillanestate.com/business-succession)
    - [Probate & Estates](https://www.macmillanestate.com/probate-and-estates)
    - [Tax Planning](https://www.macmillanestate.com/tax-planning)
    - [Charitable Giving](https://www.macmillanestate.com/charitable-giving)
    - [Trust Planning](https://www.macmillanestate.com/trust-planning)
    - [Generational Planning](https://www.macmillanestate.com/generational-planning)
    - [Family Office](https://www.macmillanestate.com/family-office)
    - [Fees](https://www.macmillanestate.com/fees)
- [APPROACH](https://www.macmillanestate.com/the-strongroom-approach) 
    - [The Strongroom Approach](https://www.macmillanestate.com/the-strongroom-approach)
    - [Our Process](https://www.macmillanestate.com/the-strongroom-process)
    - [Our Strategies](https://www.macmillanestate.com/macmillan-strategies)
    - [Virtual Estate Planning](https://www.macmillanestate.com/virtual-planning)
- [INSIGHTS](https://www.macmillanestate.com/insight_new) 
    - [Blog](https://www.macmillanestate.com/the-strongroom-blog)
    - [Resources](https://www.macmillanestate.com/insight_new)
    - [Talk to the Experts Radio](https://www.macmillanestate.com/talk-to-the-experts)
- [SEMINARS](https://www.macmillanestate.com/seminars)
- [CONTACT US](https://www.macmillanestate.com/macmillan-meet-with-us) 
    - [Ask an Expert](https://www.macmillanestate.com/ask-an-expert-about-estate-planning)
    - [Request a Guest Speaker](https://www.macmillanestate.com/guest-speaker)

[![MacMillan Estate Planning](https://www.macmillanestate.com/hs-fs/hubfs/macmillan-logo-mob.png?width=126&height=118&name=macmillan-logo-mob.png "MacMillan Estate Planning")](https://www.macmillanestate.com/)

1-403-266-6464

Celebrating 25 Years in Estate Planning [CANADA](https://www.macmillanestate.com/macmillan-meet-with-us) | [USA](https://www.macmillanestate.com/macmillan-meet-with-us) | [UK](https://www.macmillanestate.com/macmillan-meet-with-us)

- [ABOUT US](https://www.macmillanestate.com/get-to-know-us) 
    - [Get to Know Us](https://www.macmillanestate.com/get-to-know-us)
    - [Our Team](https://www.macmillanestate.com/our-team)
    - [Giving Back](https://www.macmillanestate.com/giving-back)
    - [Client Spotlights](https://www.macmillanestate.com/client-spotlights)
- [SERVICES](https://www.macmillanestate.com/services) 
    - [All-Inclusive Services](https://www.macmillanestate.com/services)
    - [Will Planning](https://www.macmillanestate.com/will-planning)
    - [Investments & Assets](https://www.macmillanestate.com/investments-and-assets)
    - [Business Succession](https://www.macmillanestate.com/business-succession)
    - [Probate & Estates](https://www.macmillanestate.com/probate-and-estates)
    - [Tax Planning](https://www.macmillanestate.com/tax-planning)
    - [Charitable Giving](https://www.macmillanestate.com/charitable-giving)
    - [Trust Planning](https://www.macmillanestate.com/trust-planning)
    - [Generational Planning](https://www.macmillanestate.com/generational-planning)
    - [Family Office](https://www.macmillanestate.com/family-office)
    - [Fees](https://www.macmillanestate.com/fees)
- [APPROACH](https://www.macmillanestate.com/the-strongroom-approach) 
    - [The Strongroom Approach](https://www.macmillanestate.com/the-strongroom-approach)
    - [Our Process](https://www.macmillanestate.com/the-strongroom-process)
    - [Our Strategies](https://www.macmillanestate.com/macmillan-strategies)
    - [Virtual Estate Planning](https://www.macmillanestate.com/virtual-planning)
- [INSIGHTS](https://www.macmillanestate.com/insight_new) 
    - [Blog](https://www.macmillanestate.com/the-strongroom-blog)
    - [Resources](https://www.macmillanestate.com/insight_new)
    - [Talk to the Experts Radio](https://www.macmillanestate.com/talk-to-the-experts)
- [SEMINARS](https://www.macmillanestate.com/seminars)
- [CONTACT US](https://www.macmillanestate.com/macmillan-meet-with-us) 
    - [Ask an Expert](https://www.macmillanestate.com/ask-an-expert-about-estate-planning)
    - [Request a Guest Speaker](https://www.macmillanestate.com/guest-speaker)

## Safeguarding Your Family's Future

[Discover How](https://macmillanestate-2002029.hs-sites.com/macmillan-experience)

scroller-arrow-02

### Request A Complimentary Consultation!

[Click here to register for a Complimentary Seminar](https://www.macmillanestate.com/seminars)

![](https://www.macmillanestate.com/hubfs/MacMillan_Tagline_White.png)

- ![](https://www.macmillanestate.com/hubfs/macmillan-images/timer.jpg)
  
  ### [Upcoming Seminars](https://www.macmillanestate.com/seminars)
- ![](https://www.macmillanestate.com/hubfs/macmillan-images/homepage-complimentaryconsultation-resize.jpg)
  
  ### [Complimentary Consultation](https://www.macmillanestate.com/macmillan-complimentary-consultation)
- ![](https://www.macmillanestate.com/hubfs/macmillan-images/homepage-virtualplanning-resized.jpg)
  
  ### [Virtual Planning](https://www.macmillanestate.com/virtual-planning)

# Safeguarding Significance Since 1996

MacMillan Estate Planning is a boutique, full-service estate planning firm. For over a quarter of a century, our firm has worked with many affluent families to design their estate plans - either in person or [**virtually**](https://www.macmillanestate.com/virtual-planning). We service clients all over the world, focusing on Canada, the U.S.A and the United Kingdom.

Our goal is to build a strongroom to safeguard your significance, meaning to create a bespoke estate plan to protect the things you care about the most. We consider your 'significance' to be the people, properties or the things that mean the most to you today.

We offer our clients a one-stop-shop service - everything they need to plan their estate is under our roof. Like an architect, we take an unbiased and integrated approach to planning. Our employees include lawyers, accountants and financial planners who work holistically together to service international clients with a multitude of estate planning requirements.

If you have specific questions or concerns pertaining to your estate, please take advantage of [our complimentary consultation](https://www.macmillanestate.com/macmillan-complimentary-consultation).

[![strongroomapproach-1](https://www.macmillanestate.com/hs-fs/hubfs/strongroomapproach-1.jpg?width=2121&name=strongroomapproach-1.jpg "strongroomapproach-1")](https://www.macmillanestate.com/the-strongroom-approach_new)

## The Strongroom Approach

An estate plan is a Strongroom, safeguarding and securing what is most significant to you against external forces. MacMillan Estate Planning will design, implement, and care for your customized Strongroom, ensuring it reflects your life as it unfolds. We take an unbiased, integrated approach, strategically helping you to map out your life, legacy, legal and tax plans.

[Craft Your Strongroom](https://www.macmillanestate.com/the-strongroom-approach_new)

[![homepage-onestopshop](https://www.macmillanestate.com/hs-fs/hubfs/homepage-onestopshop.jpg?width=2121&name=homepage-onestopshop.jpg "homepage-onestopshop")](https://www.macmillanestate.com/macmillan-complimentary-consultation)

## A one-stop-shop

Your time is precious. That is why we have lawyers, financial planners, and accountants in-house. You will have a principle planner, who will act as the Architect of your Strongroom, connecting the dots between all the required disciplines. Your planner will know your objectives intimately, translating the technical jargon into clear options that work coherently together, so you can make empowered and informed choices.  

[Meet a Planner](https://www.macmillanestate.com/macmillan-complimentary-consultation)

[![dreamstime_m_155608190](https://www.macmillanestate.com/hs-fs/hubfs/dreamstime_m_155608190.jpg?width=2121&name=dreamstime_m_155608190.jpg "dreamstime_m_155608190")](https://www.macmillanestate.com/macmillan-strategies)

## MacMillan Strategies

Protecting your wealth throughout your retirement years and beyond has become much more difficult than it once was. Fortunately, there are several strategies available from an estate planning perspective that can help offset the risks of today and tomorrow, positioning you to be better protected in the future, no matter what it may bring.

[Macmillan Strategies](https://www.macmillanestate.com/macmillan-strategies)

![form_img.png](https://www.macmillanestate.com/hs-fs/hubfs/Images/form_img.png?width=644&name=form_img.png "form_img.png")

We are proud to support the world-renowned Sheldrick Wildlife Trust, devoted to the rescue and rehabilitation of orphaned infant elephants for over 40 years.

[Click Here To Donate Now](https://www.easydonate.com/strongroom/donate)

![Elephant foot](https://www.macmillanestate.com/hs-fs/hubfs/Elephant%20foot.png?width=975&name=Elephant%20foot.png "Elephant foot")

- ## Why should you plan your estate?
- ## MacMillan Client Spotlight - Marc
- ## MacMillan Client Spotlight - Claire
- ## MacMillan Client Spotlight -Corinna
- ## MacMillan Client Spotlight - Glenda and Jack
- ## Is your estate protected?
- ## Sheri MacMillan, Leaders of Tomorrow Award
- ## The Tax Man
- ## Protect Your Pet
- ## Disappearing Generations
- ## Estate Planning is Life Planning, for your whole family
- ## The Entrepreneurs Featuring MacMillan Estate Planning | Full Episode
- ## MacMillan Estate Planning | Chapter 5
- ## MacMillan Estate Planning | Chapter 3
- ## MacMillan Estate Planning | Chapter 6
- ## MacMillan Estate Planning | Chapter 4
- ## MacMillan Estate Planning | Chapter 2
- ## MacMillan Estate Planning | Chapter 1
- ## MacMillan Estate Planning | Webinar Introduction

- ![](https://i.ytimg.com/vi/F3Ac5_wMYOQ/hqdefault.jpg)
  
  ## Why should you plan your estate?
- ![](https://i.ytimg.com/vi/fwYMj9tzJec/hqdefault.jpg)
  
  ## MacMillan Client Spotlight - Marc
- ![](https://i.ytimg.com/vi/bw-16n8cSm4/hqdefault.jpg)
  
  ## MacMillan Client Spotlight - Claire
- ![](https://i.ytimg.com/vi/dfhB2_atvpY/hqdefault.jpg)
  
  ## MacMillan Client Spotlight -Corinna
- ![](https://i.ytimg.com/vi/rpdciWuI11w/hqdefault.jpg)
  
  ## MacMillan Client Spotlight - Glenda and Jack
- ![](https://i.ytimg.com/vi/p_G9I9JHVA0/maxresdefault.jpg)
  
  ## Is your estate protected?
- ![](https://i.ytimg.com/vi/L72m6gDmIts/hqdefault.jpg)
  
  ## Sheri MacMillan, Leaders of Tomorrow Award
- ![](http://img.youtube.com/vi/acdQMfPqcus/mqdefault.jpg)
  
  ## The Tax Man
- ![](http://img.youtube.com/vi/HEtfT7WiWGY/mqdefault.jpg)
  
  ## Protect Your Pet
- ![](http://img.youtube.com/vi/dSG8rlgNHm0/mqdefault.jpg)
  
  ## Disappearing Generations
- ![](http://img.youtube.com/vi/0e2jJY8QqUo/mqdefault.jpg)
  
  ## Estate Planning is Life Planning, for your whole family
- ![](https://i.ytimg.com/vi/H1K5JJvtdWw/hqdefault.jpg)
  
  ## The Entrepreneurs Featuring MacMillan Estate Planning | Full Episode
- ![](http://img.youtube.com/vi/JWcNGU7svjo/mqdefault.jpg)
  
  ## MacMillan Estate Planning | Chapter 5
- ![](http://img.youtube.com/vi/Jv1nLBvya4E/mqdefault.jpg)
  
  ## MacMillan Estate Planning | Chapter 3
- ![](https://i.ytimg.com/vi/eoEULNycLgI/hqdefault.jpg)
  
  ## MacMillan Estate Planning | Chapter 6
- ![](http://img.youtube.com/vi/XblGFHy4Hk4/mqdefault.jpg)
  
  ## MacMillan Estate Planning | Chapter 4
- ![](http://img.youtube.com/vi/9Qxx4Sq25mY/mqdefault.jpg)
  
  ## MacMillan Estate Planning | Chapter 2
- ![](http://img.youtube.com/vi/dlOF94h5dZc/mqdefault.jpg)
  
  ## MacMillan Estate Planning | Chapter 1
- ![](https://i.ytimg.com/vi/-kzZa5LjGmU/hqdefault.jpg)
  
  ## MacMillan Estate Planning | Webinar Introduction

[

### ![](https://www.macmillanestate.com/hubfs/white-logo.png) Key Services

](https://www.macmillanestate.com/services)

[

### Will Planning

](https://www.macmillanestate.com/will-planning) ![will-planning-gallery-sm.jpg](https://www.macmillanestate.com/hubfs/macmillan-images/masonry-gallery/sm-pics/will-planning-gallery-sm.jpg)

[

### Trust Planning

](https://macmillanestate-2002029.hs-sites.com/trust-planning) ![tax-planning-gallery-sm.jpg](https://www.macmillanestate.com/hubfs/macmillan-images/Estate_Planning/masonry-pics/trust-planning-close-up.jpg)

[

### Business Succession

](https://macmillanestate-2002029.hs-sites.com/business-succession) ![biz-succession-gallery-sm.jpg](https://www.macmillanestate.com/hubfs/macmillan-images/masonry-gallery/sm-pics/biz-succession-gallery-sm.jpg)

[

### Generational Planning

](https://macmillanestate-2002029.hs-sites.com/generational-planning) ![generational-planning-close-up.jpg](https://www.macmillanestate.com/hubfs/macmillan-images/Estate_Planning/masonry-pics/generational-planning-close-up.jpg)

[

### Investments & Assets

](https://macmillanestate-2002029.hs-sites.com/investments-and-assets) ![investment-assets-masonry-sm.jpg](https://www.macmillanestate.com/hubfs/macmillan-images/masonry-gallery/sm-pics/investment-assets-masonry-sm.jpg)

[

### Probate & Estates

](https://macmillanestate-2002029.hs-sites.com/probate-and-estates) ![probate-estates-gallery-sm.jpg](https://www.macmillanestate.com/hubfs/macmillan-images/masonry-gallery/sm-pics/probate-estates-gallery-sm.jpg)

[

### Tax Planning

](https://macmillanestate-2002029.hs-sites.com/tax-planning) ![tax-planning-gallery-sm.jpg](https://www.macmillanestate.com/hubfs/macmillan-images/masonry-gallery/sm-pics/tax-planning-gallery-sm.jpg)

[

### Charitable Giving

](https://macmillanestate-2002029.hs-sites.com/charitable-giving) ![charitable-giving-gallery-sm.jpg](https://www.macmillanestate.com/hubfs/macmillan-images/masonry-gallery/sm-pics/charitable-giving-gallery-sm.jpg)

[

### Family Office

](https://www.macmillanestate.com/old_2022#) ![dreamstime_m_17908264](https://www.macmillanestate.com/hubfs/dreamstime_m_17908264.jpg)

# The Strongroom Blog

![ft-header](https://www.macmillanestate.com/hubfs/ft-header.png "ft-header")

##### **MacMillan Estate Planning Corp.**

Suite 444, 7150 East Camelback Road  
Scottsdale Arizona 85251  
United States

Phone: [1-833-266-6464](tel:18332666464)

##### **MacMillan Estate Planning Corp.**

621 - 22nd Avenue SW  
Calgary, Alberta T2S OH7   
Canada

Phone: [1-833-266-6464](tel:14032666464)

##### **MacMillan Estate Planning Corp.**

21 St. Augstines Court  
Lynton Road  
London, SE1 5DP  
United Kingdom

Phone: [+44 (0) 333 242 7473](tel:+4403332427473)

##### **MacMillan Estate Planning Corp.**

1021 West Hastings Street - 9th floor  
Vancouver, BC, V6E 0C3  
Canada

Phone: [1-833-266-6464](tel:18332666464)

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