MacMillan Estate Planning

MacMillan Estate Planning MacMillan Estate Planning is a boutique, full-service estate planning firm. Like an architect, we take an unbiased and integrated approach to planning.

We offer our clients a one-stop-shop service – everything they need to plan their estate is under our roof. Our employees include lawyers, accountants and financial planners who work holistically together to service international clients with a multitude of estate planning requirements. We consider an estate plan to be a modern day strongroom, built to safeguard and secure each client’s significan

ce. We start by gaining a deep understanding of our client’s significance, and the key to their family’s success. From this, we strategically help them to map out their life, legacy, legal and tax plans. By focusing on these five areas, we design, implement and care for their customized strongroom, ensuring it reflects their life as it unfolds, – helping guide their significance and true genius forward.

06/02/2026

Having 𝗲𝘀𝘁𝗮𝘁𝗲 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 is not the same as having a fully coordinated estate plan.
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As estates become more 𝘀𝗼𝗽𝗵𝗶𝘀𝘁𝗶𝗰𝗮𝘁𝗲𝗱, the details matter more.
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Wills, trusts, tax planning, probate exposure, ownership structures, corporate interests, and succession decisions all need to work together properly.
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When these pieces are handled separately, 𝗴𝗮𝗽𝘀 can remain — often unnoticed until a transition occurs.
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A properly designed estate plan brings 𝗹𝗲𝗴𝗮𝗹, 𝘁𝗮𝘅, 𝗹𝗲𝗴𝗮𝗰𝘆, and 𝗹𝗶𝗳𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 into one coordinated structure.
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That is what “𝗵𝗮𝗻𝗱𝗹𝗲𝗱 𝗽𝗿𝗼𝗽𝗲𝗿𝗹𝘆” actually means.
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Join our upcoming 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗲𝗺𝗶𝗻𝗮𝗿:
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https://www.macmillanestate.com/seminars
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06/02/2026

For many families, 𝗹𝗲𝗴𝗮𝗰𝘆 extends far beyond financial assets alone.
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Over time, wealth carries 𝘃𝗮𝗹𝘂𝗲𝘀, 𝗲𝘅𝗽𝗲𝗰𝘁𝗮𝘁𝗶𝗼𝗻𝘀, 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆, and long-term family continuity alongside it.
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But preserving that continuity requires 𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴.
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Without proper coordination surrounding 𝘁𝗿𝘂𝘀𝘁𝘀, 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻, ownership structures, and long-term transfer strategies, even sophisticated estates can experience 𝗳𝗿𝗮𝗴𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 across generations.
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The strongest estate plans protect more than wealth.
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They protect 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗶𝘁𝘆 itself.
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Join our upcoming 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗲𝗺𝗶𝗻𝗮𝗿:
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https://www.macmillanestate.com/seminars
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06/02/2026

𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐌𝐨𝐦𝐞𝐧𝐭𝐬

Feeling safe to be yourself is one of the strongest foundations you can build. When you rejoice in your individuality, you stop shaping your life around other people’s expectations and begin making choices that reflect your real values, your real priorities, and the future that feels right for you.

At 𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, we believe your plan should reflect that same truth. No two families are the same, and no meaningful legacy should be forced into a template. Thoughtful planning helps protect what matters to you, in a way that honours who you are and the life you have built.

— 𝐋𝐨𝐮𝐢𝐬𝐞 𝐇𝐚𝐲

Date: Thursday, June 11, 2026
Time: 6:30 PM MT
𝐑𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐩𝐨𝐭 𝐧𝐨𝐰: https://www.macmillanestate.com/seminars

𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐥𝐢𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐝𝐚𝐲: https://www.macmillanestate.com/ask-an-expert-about-estate-planning

Be yourself fully. Plan with clarity. Protect what matters.

06/01/2026

As estates become more 𝘀𝗼𝗽𝗵𝗶𝘀𝘁𝗶𝗰𝗮𝘁𝗲𝗱, planning can no longer focus only on immediate needs or present-day structures.
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The real impact of estate planning occurs later —
during future transitions, future tax events, future succession decisions, and future generational changes.
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Without 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗶𝗼𝗻 surrounding trusts, ownership structures, tax efficiency, and succession planning, outcomes are often left to timing, interpretation, and default processes rather than clear intent.
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Sophisticated planning is designed not only for today —
but for what happens long after today.
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Join our upcoming 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗲𝗺𝗶𝗻𝗮𝗿:
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https://www.macmillanestate.com/seminars
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06/01/2026

As estates become more sophisticated, 𝗳𝗮𝗺𝗶𝗹𝘆 𝗮𝗹𝗶𝗴𝗻𝗺𝗲𝗻𝘁 becomes increasingly important — and increasingly complex.
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Over time, perspectives shift.
Roles evolve.
Ownership interests change.
Future expectations become less clear.
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Without proper structure surrounding 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻, 𝘁𝗿𝘂𝘀𝘁𝘀, 𝗰𝗼𝗻𝘁𝗿𝗼𝗹, and 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻-𝗺𝗮𝗸𝗶𝗻𝗴, those differences are often left to be resolved later under emotional and financial pressure.
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That is where 𝗺𝗶𝘀𝗮𝗹𝗶𝗴𝗻𝗺𝗲𝗻𝘁, 𝗳𝗮𝗺𝗶𝗹𝘆 𝗰𝗼𝗻𝗳𝗹𝗶𝗰𝘁, and unintended outcomes often begin.
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Strong planning creates 𝗰𝗹𝗮𝗿𝗶𝘁𝘆 long before those moments arrive.
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Join our upcoming 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗲𝗺𝗶𝗻𝗮𝗿:
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https://www.macmillanestate.com/seminars
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06/01/2026

𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐌𝐨𝐦𝐞𝐧𝐭𝐬

The way we think shapes the way we move through life. Positive thoughts do not ignore challenges — they help us meet them with steadiness, clarity, and hope. When our inner world becomes calmer and more intentional, the choices we make begin to reflect that same confidence.

At 𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, we help families bring that clarity into their planning — turning thoughtful intentions into practical structures that protect loved ones, preserve values, and support the good they want to carry forward.

— 𝐋𝐨𝐮𝐢𝐬𝐞 𝐇𝐚𝐲

Date: Thursday, June 11, 2026
Time: 6:30 PM MT
𝐑𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐩𝐨𝐭 𝐧𝐨𝐰: https://www.macmillanestate.com/seminars

𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐥𝐢𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐝𝐚𝐲: https://www.macmillanestate.com/ask-an-expert-about-estate-planning

Think with hope. Plan with clarity. Protect what matters.

05/31/2026

𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐌𝐨𝐦𝐞𝐧𝐭𝐬

Strength is something we honour by caring for it. When you feel healthy, capable, and grounded, it is the perfect time to make thoughtful decisions for the future — not from fear, but from confidence. Staying strong is not only about the body. It is also about creating stability around your life, your family, and the legacy you are building.

At 𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, we help families use seasons of strength wisely — putting clear plans, trusted structures, and practical protection in place before uncertainty arrives.

— 𝐋𝐨𝐮𝐢𝐬𝐞 𝐇𝐚𝐲

Date: Thursday, June 11, 2026
Time: 6:30 PM MT
𝐑𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐩𝐨𝐭 𝐧𝐨𝐰: https://www.macmillanestate.com/seminars

𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐥𝐢𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐝𝐚𝐲: https://www.macmillanestate.com/ask-an-expert-about-estate-planning

Honour your strength. Plan with confidence. Protect what matters.

05/30/2026

𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐌𝐨𝐦𝐞𝐧𝐭𝐬

Loving children well means seeing them clearly, not trying to shape them into copies of ourselves. Their interests, paths, and dreams may look different from ours — and that difference can be part of their strength. When we honour their individuality, we give them room to grow into who they are meant to become.

At 𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, we believe thoughtful planning should reflect that same understanding. Every family is different, and every child may need support in a different way. A strong plan protects fairly, clearly, and with respect for the unique people your children are becoming.

— 𝐋𝐨𝐮𝐢𝐬𝐞 𝐇𝐚𝐲

Date: Thursday, June 11, 2026
Time: 6:30 PM MT
𝐑𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐩𝐨𝐭 𝐧𝐨𝐰: https://www.macmillanestate.com/seminars

𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐥𝐢𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐝𝐚𝐲: https://www.macmillanestate.com/ask-an-expert-about-estate-planning

Honour their path. Plan with care. Protect what matters.

05/29/2026

For 𝗵𝗶𝗴𝗵-𝗻𝗲𝘁-𝘄𝗼𝗿𝘁𝗵 families with $5M+ in assets—
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Recreational and family properties often carry significant 𝗲𝗺𝗼𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗮𝗹𝘂𝗲.
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But they can also create substantial 𝘁𝗮𝘅 𝗲𝘅𝗽𝗼𝘀𝘂𝗿𝗲 and 𝗹𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 at death.
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Without proper planning, families may face difficult decisions — including the 𝗳𝗼𝗿𝗰𝗲𝗱 𝘀𝗮𝗹𝗲 of meaningful properties to satisfy estate obligations, equalization requirements, or tax liabilities.
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The goal is not simply to pass assets on.
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It’s to ensure they can realistically be 𝗿𝗲𝘁𝗮𝗶𝗻𝗲𝗱.
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Join our upcoming 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 to learn more:
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https://www.macmillanestate.com/seminars
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05/29/2026

For 𝗵𝗶𝗴𝗵-𝗻𝗲𝘁-𝘄𝗼𝗿𝘁𝗵 families with $5M+ in assets—
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Certain assets carry far more than financial value.
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𝗙𝗮𝗺𝗶𝗹𝘆 𝗽𝗿𝗼𝗽𝗲𝗿𝘁𝗶𝗲𝘀, 𝘃𝗮𝗰𝗮𝘁𝗶𝗼𝗻 𝗵𝗼𝗺𝗲𝘀, and long-held real estate often represent decades of memories and shared experiences.
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However, without proper planning, these assets can become subject to 𝘁𝗮𝘅 𝗲𝘅𝗽𝗼𝘀𝘂𝗿𝗲, ownership disputes, or the need to sell in order to satisfy estate obligations.
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Keeping meaningful assets within the family requires more than intention.
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It requires 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲, 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗶𝗼𝗻, and 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴.
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Register for our upcoming 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘄𝗲𝗯𝗶𝗻𝗮𝗿:
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https://www.macmillanestate.com/seminars
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Address

621-22nd Avenue SW
Calgary, AB
T2S0H7

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18332666464

Website

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