Secure your future for yourself & your family
The Strongroom is the historical equivalent of a modern day vault; it was once used by royalty and noble class families to protect their wealth, important legal documents, and treasured heirlooms. Today, the assets of modern wealthy families are protected by skilled estate planners who shield their estates by enacting strategies to minimize tax and ensure the proper management of investments.
Equally important, estate planners help bequeath a family’s legacy to the next generation, thereby giving purpose to a lifetime of achievements. To do this, our MacMillan Estate Planning team focuses on four key elements: The Life Plan, Legal Plan, Tax Plan, and Legacy Plan. By focusing on these four areas, we create the cornerstones of your estate plan’s Strongroom, ensuring that your wealth is properly protected and effectively managed. Your significance will be expertly safeguarded.
MacMillan Estate Planning recognizes that prosperity always comes with a unique story. As a result, we established a process to ensure our estate plans are comprehensive enough to meet each client’s unique needs.
For every client we meet, we go through the following stages to create a comprehensive and complete Estate Plan:
