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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

Peace of Mind on the Move: Estate Planning Tips for Summer T...

  Aug 15, 2024   |    Estate Planning, Estate Management

Preserving Legacy: Essential Estate Planning Tips for Your V...

  Jul 15, 2024   |    Estate Planning

Don’t Save it for a Rainy Day: The Importance of Proactive E...

  May 15, 2024   |    Estate Planning

Spring Cleaning for Your Estate Plan: Refresh, Review and Re...

  Apr 15, 2024   |    Estate Planning

Love Beyond a Lifetime: Why February is an ideal time to con...

  Feb 15, 2024   |    Estate Planning

A Strategic Start: Why Revisiting Your Estate Plan Should To...

  Jan 15, 2024   |    Estate Planning, tax plans, healthcare

Harmony for the Holidays: Balancing Quality Family Time and ...

  Dec 15, 2023   |    Estate Planning

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