Our estate planning services include trust planning, will planning, business succession, tax planning, generational planning, protection of investments and other assets, guidance regarding probate and charitable giving.
If your estate is worth more than five-million dollars, your estate planning needs are naturally more complex, requiring multi-faceted estate planning methods beyond basic will planning. Where a law firm would prepare a will, or a bank would offer basic financial planning, MacMillan enables high net-worth clients to access all the services they need in one location. Acting like an architect for your wealth, MacMillan joins the dots between the disciplines, bringing all these services to you.
We know that sometimes you are too busy to meet with us in person. You are out enjoying life and do not want the planning of your estate to take you away from that. We entirely understand, which is why we offer all our services virtually. Through phone, email, and video conferencing, we will help you to plan your estate or make alterations to your current plan, from anywhere in the world.
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