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Segment 2 | Talk to the Experts with Sheri MacMillan | September 6th, 2025 episode artwork

EPISODE · Sep 9, 2025 · 8 MIN

Segment 2 | Talk to the Experts with Sheri MacMillan | September 6th, 2025

from The Strongroom Radio - Estate Planning Conversations · host The MacMillan Estate Planning Team

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.

What this episode covers

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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Segment 2 | Talk to the Experts with Sheri MacMillan | September 6th, 2025

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Frequently Asked Questions

How long is this episode of The Strongroom Radio - Estate Planning Conversations?

This episode is 8 minutes long.

When was this The Strongroom Radio - Estate Planning Conversations episode published?

This episode was published on September 9, 2025.

What is this episode about?

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...

Can I download this The Strongroom Radio - Estate Planning Conversations episode?

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