As we approach the holiday season, many families pause to reconnect, celebrate traditions, and reflect on what matters most. The end of the year naturally brings gratitude, togetherness, and a renewed awareness of the people and priorities that give life meaning.
For families with significant estates, this time of year can also be a meaningful opportunity to step back and consider the future. December often provides rare moments of quiet — moments to reflect on whether your estate plan still reflects your intentions, whether your structures remain current, and whether your family would be fully supported if the unexpected occurred.
What the Holiday Season Can Reveal
When families gather, important questions often surface:
- Are your intentions clearly documented and up to date?
- Would your children or loved ones know what to do if something happened?
- Is your wealth structured in a way that protects your heirs and minimizes conflict?
- Have circumstances changed this year — health, finances, relationships, or priorities?
- Do your current trusts, corporations, or cross-border matters still align with your long-term goals?
These considerations aren’t just technical — they touch on family harmony, legacy, and the significance you wish to safeguard for future generations.
Planning Ahead for 2026
The New Year is a natural time to review your estate plan or take the first step toward creating one. A thoughtful, well-structured plan provides clarity, confidence, and direction — helping ensure your family is protected long after the holiday season fades.
Many families find that early January is the ideal moment to revisit planning, before the year becomes busy and commitments take over. Whether you’ve recently updated your documents or it has been several years, proactive review is key to preserving both wealth and family relationships.
Join Our First Webinar of 2026
To support families as they begin the year with clarity and confidence, we invite you to join our next online webinar:
This complimentary session will provide an overview of essential estate planning considerations for sophisticated estates, including tax efficiency, bloodline protection, and strategies to preserve harmony across generations.
If you’d prefer a private conversation, we would be happy to arrange a one-on-one complimentary consultation with one of our senior planners.
To register for the webinar or book your consultation, please contact us at inquiry@macmillanestate.com or 1-833-266-6464.
