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The MacMillan Estate Planning Team

The MacMillan Estate Planning Team

Recent Posts

Election Tax Planning Implications

  Apr 29, 2025   |    Tax Planning, assets, Retirement Plan, election, Wealth, Tax Mitigation, Tax Efficiency, Tax Strategies

Reflecting on Your Legacy: Estate Planning Strategies for 20...

  Apr 15, 2025   |    Tax Planning, family estate planning, MacMillan Estate Planning

Tax-Efficient Estate Planning for Wealthy Families in Canada

  Mar 17, 2025   |    Trust Planning, testamentary trusts, life insurance, CRA, Wealth Planning, Family trust, MacMillan Estate Planning, Wealth, Tax Efficiency, Tax Strategies, Wealthy families, ersonalized estate planning strategies, Alter Ego Trusts, Family Trusts, tax-free payouts, charitable donations, tax regulations

Estate Tax Planning for the Ultra-Wealthy: Strategies to Min...

  Feb 14, 2025   |    Tax Planning, Trust Planning, Wealth Planning, MacMillan Estate Planning, Tax Mitigation, Wealth Protection, Tax Strategies

Key Estate Planning Strategies  for 2025

  Jan 15, 2025   |    Estate Planning, family estate planning, personalized estate plan, tax plans, trust income tax returns, spousal trusts, legacy, MacMillan Estate Planning, Tax Law Changes

Secure Your Future: Why December is the Perfect Time for Est...

  Dec 13, 2024   |    Estate Planning, Family Business, Family trust, Retirement Plan, MacMillan Estate Planning, Asset Protection, Investment Planning, Estate Management

Year-End Estate Planning Checklist: Ready Your Estate for 20...

  Nov 15, 2024   |    Estate Planning, Charitable Giving, trusts, capital gains, Investment Trust, Family trust, Protecting your assets, Beneficiary Designations, Wealth Transfer, Year-End Review, Tax Efficiency, Will Review, Tax Strategies, Financial Legacy

Estate Planning for Families: Why Now is the Time to Start t...

  Oct 11, 2024   |    Tax Planning, Trust Planning, Protecting your assets, MacMillan Estate Planning, Safeguarding Significance, Tax Mitigation Strategies, Tax Mitigation, Wealth Protection

Securing your future: Fall into a Secure 65 Joint Partner Tr...

  Sep 15, 2024   |    Spousal Trust

Securing your future: Empower your financial safety during N...

  Sep 03, 2024   |    life insurance

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