MacMillan Estate Planning

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MacMillan Estate Planning MacMillan Estate Planning is a boutique, full-service estate planning firm. Most people have a Will. Far fewer have a plan. Every family is different.

At MacMillan Estate Planning, we help successful Canadian families protect what they have built and prepare for what comes next. Our team includes estate planners, lawyers, accountants, and financial professionals who work together to address the legal, tax, family, and financial considerations that impact your legacy. Rather than focusing on a single document or transaction, we take a comprehensive approach to planning. We help clients navigate complex issues such as tax exposure, probate, business succession, asset protection, bloodline planning, family harmony, charitable giving, and the transfer of wealth across generations. Every estate is different. That's why we begin by understanding your goals, concerns, values, and the people you care about most. The result is a customized estate plan designed not only to protect your assets, but to preserve your intentions, minimize future complications, and provide confidence for the generations that follow. Because estate planning isn't about preparing for death. It's about protecting the people and legacy you've spent a lifetime building.

10/17/2026

MacMillan Moments

Some blessings are easy to name. Others are woven so closely into everyday life that we barely notice them — a familiar voice, a comfortable home, or someone who always makes time for us. Pausing to appreciate them reminds us that a rich life is made of more than what we own. It is also made of the love, kindness, and experiences we have shared.

At MacMillan Estate Planning, we help families bring that appreciation into their planning. The people you wish to support, the traditions you cherish, and the causes close to your heart deserve consideration alongside your assets. Your plan should reflect not only what you have built, but what gives it meaning.

Inspired by Louise Hay —

Join our upcoming private online estate planning seminar:
www.macmillanestate.com/seminars

Appreciate the life you have. Plan for the people you love.

10/16/2026

What are you really planning for?
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For many families, the answer isn’t found on a balance sheet.
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It’s the people you love. The time you have together. The opportunities you want future generations to have. And the confidence that what you’ve built will continue to support your family long after circumstances change.
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Significant wealth deserves sophisticated planning.
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But the purpose behind that planning is deeply personal.
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Because ultimately, wealth is a tool.
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Family is the reason.
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https://www.macmillanestate.com/seminars
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10/16/2026

You spent decades making the decisions that built your wealth.
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Eventually, the questions change.
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Who will make those decisions when you no longer do?
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Who is prepared to lead the business?
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How should control transition?
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What responsibilities will your children inherit alongside the wealth?
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And how do you create a structure that continues to work as your family evolves?
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For families with significant wealth, succession is about much more than transferring assets.
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It’s about transferring responsibility thoughtfully.
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Join Sheri MacMillan for our complimentary Private Online Estate Planning Seminar.
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https://www.macmillanestate.com/seminars
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10/16/2026

MacMillan Moments

You can speak with kindness and still be clear about what you need. Your hopes, boundaries, and priorities deserve consideration alongside those of the people you love. Knowing your worth means giving yourself a place in the conversation — without feeling that your wishes need an apology.

At MacMillan Estate Planning, we help families turn those wishes into thoughtful plans. How you want to live, who you wish to support, and what you want your wealth to make possible deserve to be understood, rather than assumed. Your planning should reflect your voice, not simply other people’s expectations.

Inspired by Louise Hay —

Join our upcoming private online estate planning seminar:
www.macmillanestate.com/seminars

Speak with confidence. Let your wishes shape your legacy.

10/15/2026

When was the last time your family talked about the wealth — together?
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Not simply who will inherit what.
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But what the family is building toward. Who will eventually make important decisions. How a family business should transition. What responsibilities come with significant wealth. And what each generation needs to understand before those decisions become theirs.
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For families with complex wealth, these conversations can be just as important as the structures created around it.
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The strongest plans don’t simply transfer wealth.
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They help prepare a family to navigate it together.
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https://www.macmillanestate.com/seminars
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You've spent decades building your wealth. But have you considered how much of it will actually reach the next generatio...
10/15/2026

You've spent decades building your wealth. But have you considered how much of it will actually reach the next generation?
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For affluent Canadian families, estate planning involves far more than having a Will. Tax exposure, trust planning, inheritance protection, and changing family circumstances can all influence how effectively wealth is preserved and transferred.
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Our latest blog explores why a comprehensive approach matters, particularly when protecting your children's inheritance, minimizing unnecessary taxation, and preserving family harmony.
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Read the full article:
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https://www.macmillanestate.com/the-strongroom-blog/the-wealth-youve-built-deserves-more-than-a-will-protecting-your-familys-future
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Join our upcoming Estate Planning Webinar on Thursday, November 5 at 6:30 PM MT, where we'll explore common and costly planning oversights.
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Register:
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https://www.macmillanestate.com/seminars
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10/15/2026

MacMillan Moments

There is something deeply reassuring about having what you need, with room to enjoy life and share with others. Abundance can mean comfort at home, the freedom to pursue an interest, or being able to help someone you love. Appreciating those blessings invites a meaningful question: what good could they make possible?

At MacMillan Estate Planning, we help families give their wealth direction — considering their own needs, the people they wish to support, and the generosity they want to continue. Thoughtful planning connects appreciation for what you have today with care for the years ahead.

Inspired by Louise Hay —

Join our upcoming private online estate planning seminar:
www.macmillanestate.com/seminars

Appreciate your abundance. Give it lasting purpose.

What will your grandchildren inherit from you besides wealth?⠀The most meaningful legacies are often found in the things...
10/14/2026

What will your grandchildren inherit from you besides wealth?
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The most meaningful legacies are often found in the things that can’t be measured — time together, family traditions, perspective, opportunity and the values that shape how the next generation sees the world.
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For families with significant wealth, planning for the future isn’t only about deciding what the next generation will receive.
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It’s also about preparing them for the opportunities and responsibilities that may come with it.
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Because wealth can be transferred.
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Stewardship is taught.
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https://www.macmillanestate.com/seminars
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10/14/2026

Address

621-22nd Avenue SW
Calgary, AB
T2S0H7

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18332666464

Website

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