October is one of the most important checkpoints in estate planning. Learn why now is the time for affluent families to act — and how our upcoming webinars on October 16th and 30th can help you preserve wealth, protect cross-border assets, and maintain family harmony.
October is more than the season of falling leaves and Thanksgiving gatherings — it is also one of the most important checkpoints in the estate planning year. For business owners and families with $3 million or more in wealth, October is the moment to pause, review, and take action before year-end.
Year-End Deadlines
Many of the most powerful strategies — estate freezes, charitable gifts, or corporate reorganizations — must be implemented before December 31st. Missing these deadlines can mean significant tax erosion, sometimes amounting to millions.
Planning for Mobility
October is also when many snowbirds prepare to spend the winter in warmer climates. Owning U.S. property or dividing time abroad can expose families to complex cross-border tax rules. Proactive planning ensures wealth transitions seamlessly, without double taxation.
Family Conversations The fall season also brings families together. These moments can spark important conversations about succession, inheritance, and fairness. A clear plan preserves harmony and protects relationships while ensuring your wealth continues to serve future generations.
Upcoming Online Webinars
MacMillan Estate Planning is hosting two exclusive online webinars in October, designed for business owners and ultra-high-net-worth families.
- Thursday, October 16th at 6:30 PM MT
- Thursday, October 30th at 6:30 PM MT
Join us to learn how to minimize year-end taxes, protect cross-border assets, and preserve both wealth and family harmony.
Register today at macmillanestate.com/seminars.
