Segment 4 | Talk to the Experts with Sheri MacMillan | May 3rd, 2025

In this timely episode, Sheri MacMillan shares ke…

An episode of the The Strongroom Radio - Estate Planning Conversations podcast, hosted by The MacMillan Estate Planning Team, titled "Segment 4 | Talk to the Experts with Sheri MacMillan | May 3rd, 2025" was published on May 6, 2025 and runs 8 minutes.

May 6, 2025 ·8m · The Strongroom Radio - Estate Planning Conversations

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Summary

In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.

Episode Description

In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.

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