Before the Year Ends: Planning with Purpose

As we move into the final weeks of the year, many families begin taking stock — of their 
investments, their businesses, and the legacy they’re building. For affluent families, this is often 
the ideal moment to revisit the structures that protect and preserve what truly matters.

At MacMillan Estate Planning, we find that thoughtful year-end planning can make a profound 
difference. Whether you’re considering a trust, refining corporate structures, or simply ensuring 
your documents reflect your current wishes, now is the time to act while the year is still open for 
adjustments.

Why the End of the Year Matters

Families with estates exceeding $3 million often benefit from completing their estate planning 
before year-end. Doing so can:

• Optimize tax efficiency before fiscal deadlines and new-year reporting cycles.
• Strengthen family protection through updated wills, trusts, and directives that reflect 
changing dynamics.
• Revisit business succession and corporate ownership structures to ensure continuity 
and minimize exposure.
• Bring clarity and peace of mind, knowing your intentions are clearly defined and your 
affairs are in order.

The families we serve often describe the feeling as a quiet confidence — knowing their wealth is 
secure, their loved ones are protected, and their legacy is positioned to endure.

Join Our Upcoming Webinar

If your family’s estate exceeds $3 million, we invite you to join our complimentary estate 
planning webinar on Thursday, November 20th at 6:30 PM (Mountain Time).
Our senior planning team will share practical insights and advanced strategies for affluent 
families seeking to preserve wealth and family harmony.

To register, please visit www.macmillanestate.com or contact our office directly at 1-833-266-
6464.

As the year draws to a close, it’s not about rushing — it’s about being ready. A few thoughtful 
decisions made now can create clarity and confidence for years to come.