Segment 2 | Talk to the Experts with Sheri MacMillan | June 7th, 2025

In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth. Whether you're just beginning your estate planning journey or looking to fine-tune your existing plan, this episode is packed with practical guidance you won't want to miss.