EPISODE · Jun 12, 2025 · 7 MIN
Segment 2 | Talk to the Experts with Sheri MacMillan | June 7th, 2025
from The Strongroom Radio - Estate Planning Conversations · host The MacMillan Estate Planning Team
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.
What this episode covers
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.
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Segment 2 | Talk to the Experts with Sheri MacMillan | June 7th, 2025
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