MacMillan Estate Planning

MacMillan Estate Planning MacMillan Estate Planning is a boutique, full-service estate planning firm. Most people have a Will. Far fewer have a plan. Every family is different.

At MacMillan Estate Planning, we help successful Canadian families protect what they have built and prepare for what comes next. Our team includes estate planners, lawyers, accountants, and financial professionals who work together to address the legal, tax, family, and financial considerations that impact your legacy. Rather than focusing on a single document or transaction, we take a comprehensi

ve approach to planning. We help clients navigate complex issues such as tax exposure, probate, business succession, asset protection, bloodline planning, family harmony, charitable giving, and the transfer of wealth across generations. Every estate is different. That's why we begin by understanding your goals, concerns, values, and the people you care about most. The result is a customized estate plan designed not only to protect your assets, but to preserve your intentions, minimize future complications, and provide confidence for the generations that follow. Because estate planning isn't about preparing for death. It's about protecting the people and legacy you've spent a lifetime building.

09/03/2026

Once a family has accumulated more than it will reasonably need in one lifetime, a different question begins to emerge:
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What is this wealth ultimately for?
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For some families, the answer includes children and grandchildren.
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For others, it also includes philanthropy, community, education, conservation, medical research or causes that have mattered throughout their lives.
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The opportunity is not simply to give.
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It is to decide whether philanthropy should become part of the family's broader wealth, tax and estate strategy — and whether the next generation should participate.
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Significant wealth can transfer assets.
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Thoughtful planning can also transfer purpose.
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Join Sheri MacMillan for our complimentary Private Online Estate Planning Seminar.
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Register here:
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https://www.macmillanestate.com/seminars
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09/03/2026

There comes a point when having an up-to-date Will is no longer the same thing as having a complete estate plan.
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A family may own several corporations, a holding company, investment accounts, trusts, real estate, private business interests and assets in more than one jurisdiction.
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Each may have been planned for individually.
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But has anyone looked at what happens to all of them together?
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For families with significant wealth, one of the greatest risks is not necessarily having no planning.
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It is having many pieces of planning that were created at different times, by different advisors, for different purposes — without one coordinated strategy.
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Your Will matters.
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But at a certain level of complexity, the bigger question is whether the entire plan works together.
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Join Sheri MacMillan for our complimentary Private Online Estate Planning Seminar.
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Register here:
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https://www.macmillanestate.com/seminars
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09/03/2026

MacMillan Moments

Abundance is more than what we possess. It is found in the people we love, the opportunities we receive, the experiences we treasure, and the ability to create lasting good for others. Gratitude helps us recognise those blessings and care for them with greater intention.

At MacMillan Estate Planning, we help families turn abundance into lasting support through clear wishes, thoughtful structures, and planning designed to protect wealth, honour values, and benefit future generations.

— Louise Hay

Join our upcoming private online estate planning seminar:
www.macmillanestate.com/seminars

Recognise the blessings. Steward them wisely. Let the good continue.

09/02/2026

You may spend decades preparing the wealth your children will inherit.
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How much time have you spent preparing them to receive it?
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Do they understand how the family created its wealth?
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Do they understand the responsibilities that may come with ownership?
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Have you discussed the family business, philanthropy, trusts, investment philosophy or the purpose you hope the wealth will continue to serve?
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For families with significant wealth, succession is not only a financial event.
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It is a transfer of responsibility.
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Family governance can create a framework for conversations, decision-making and shared understanding long before the next generation is asked to take the lead.
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Preparing the inheritance matters.
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Preparing the people matters just as much.
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Join Sheri MacMillan for our complimentary Private Online Estate Planning Seminar.
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Register here:
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https://www.macmillanestate.com/seminars
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09/02/2026

In a complex family, equal and fair are not always the same thing.
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One child may work in the family business.
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Another may already have significant wealth of their own.
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There may be children from previous marriages, a second spouse, grandchildren, family trusts and assets accumulated at very different stages of life.
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Dividing everything equally may look simple on paper.
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But sophisticated estate planning asks a different question:
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What outcome are you actually trying to create for each person — and for the family as a whole?
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Clarity today can prevent the next generation from being left to interpret your intentions later.
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Join Sheri MacMillan for our complimentary Private Online Estate Planning Seminar.
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Register here:
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https://www.macmillanestate.com/seminars
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09/02/2026

MacMillan Moments

Successful friendships are built through care, trust, and consistency. Being a loving and nurturing friend means listening, showing up, and creating space where others feel understood, valued, and supported.

At MacMillan Estate Planning, we believe those same qualities matter when planning for the future. Clear communication, thoughtful decisions, and trusted people help ensure your wishes are carried forward with care.

— Louise Hay

Join our upcoming private online estate planning seminar:
www.macmillanestate.com/seminars

Nurture the relationships. Build trusted support. Protect what matters.

09/01/2026

$30 million on paper does not mean $30 million reaches the next generation.
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For families with substantial wealth, the real question is not simply what the estate is worth.
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It is what remains after tax — and whether there is a plan to fund it.
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Private company shares, holding companies, investment assets and appreciated property can all create significant tax exposure at death.
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And knowing the potential liability is only part of the planning.
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Where will the liquidity come from?
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Will assets have to be sold?
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Could a business or investment need to be liquidated at the wrong time?
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Has the tax strategy been coordinated with the estate strategy?
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For families with substantial wealth, tax at death should not be discovered by the next generation.
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It should be planned for long before they inherit the responsibility.
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Join Sheri MacMillan for our complimentary Private Online Estate Planning Seminar.
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Register here:
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https://www.macmillanestate.com/seminars
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09/01/2026

Affluent families are often told they need a trust.
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That is the wrong place to begin.
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The better question is: what are you trying to accomplish?
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Protect an inheritance through a child’s divorce?
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Preserve assets for grandchildren?
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Create continuity across generations?
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Separate control from beneficial ownership?
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Prepare children gradually for significant responsibility?
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A trust is a structure, not a strategy.
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Its value depends on how it fits with the family’s corporations, investments, tax planning, estate plan and long-term intentions.
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For families with significant wealth, the conversation should begin with purpose — and only then move to structure.
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Join Sheri MacMillan for our complimentary Private Online Estate Planning Seminar.
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Register here:
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https://www.macmillanestate.com/seminars
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09/01/2026

MacMillan Moments

Feeling whole and complete allows us to make decisions from clarity rather than fear. We can appreciate the life we have built, trust who we are, and look ahead knowing that every part of our story has value.

At MacMillan Estate Planning, we help families consider the whole picture — wealth, relationships, wishes, and values — then create thoughtful structures that bring those elements together and protect what matters for the future.

— Louise Hay

Join our upcoming private online estate planning seminar:
www.macmillanestate.com/seminars

See the whole picture. Plan with clarity. Protect what matters.

08/31/2026

Some family properties are worth far more than their market value.
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A lake house, recreational property or long-held family estate may represent decades of memories — but eventually it also becomes a succession decision.
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Which children actually want it?
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Should ownership be shared?
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Who pays the ongoing costs?
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What happens if one family member wants out?
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How will the tax liability be funded?
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And what happens when the next generation becomes the owners — and their children eventually follow?
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For families with significant wealth, preserving a meaningful property is not simply a real estate decision. It can involve tax, ownership, governance and family relationships across generations.
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Join Sheri MacMillan for our complimentary Private Online Estate Planning Seminar.
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Register here:
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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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