Segment 1 | Talk to the Experts with Sheri MacMillan | September 6th, 2025

On this Talk to the Experts segment, Sheri MacMil…

An episode of the The Strongroom Radio - Estate Planning Conversations podcast, hosted by The MacMillan Estate Planning Team, titled "Segment 1 | Talk to the Experts with Sheri MacMillan | September 6th, 2025" was published on September 9, 2025 and runs 9 minutes.

September 9, 2025 ·9m · The Strongroom Radio - Estate Planning Conversations

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Summary

On this Talk to the Experts segment, Sheri MacMillan joins host Wayne Nelson to discuss why fall is a critical time for affluent families and business owners to revisit their estate planning. From looming year-end tax deadlines to the challenges of business succession, Sheri explains what’s at stake for families with $3 million or more in assets — and how proper planning can prevent taxes, probate, and conflict from consuming up to half an estate.

Episode Description

On this Talk to the Experts segment, Sheri MacMillan joins host Wayne Nelson to discuss why fall is a critical time for affluent families and business owners to revisit their estate planning. From looming year-end tax deadlines to the challenges of business succession, Sheri explains what’s at stake for families with $3 million or more in assets — and how proper planning can prevent taxes, probate, and conflict from consuming up to half an estate.

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