MacMillan Estate Planning

MacMillan Estate Planning MacMillan Estate Planning is a boutique, full-service estate planning firm. Like an architect, we take an unbiased and integrated approach to planning.

We offer our clients a one-stop-shop service – everything they need to plan their estate is under our roof. Our employees include lawyers, accountants and financial planners who work holistically together to service international clients with a multitude of estate planning requirements. We consider an estate plan to be a modern day strongroom, built to safeguard and secure each client’s significan

ce. We start by gaining a deep understanding of our client’s significance, and the key to their family’s success. From this, we strategically help them to map out their life, legacy, legal and tax plans. By focusing on these five areas, we design, implement and care for their customized strongroom, ensuring it reflects their life as it unfolds, – helping guide their significance and true genius forward.

06/09/2026

For many 𝗮𝗳𝗳𝗹𝘂𝗲𝗻𝘁 𝗳𝗮𝗺𝗶𝗹𝗶𝗲𝘀, estate planning feels theoretical until transition actually occurs.

Then suddenly, someone is responsible for understanding everything:

trust structures,
corporate ownership,
cross-border exposure,
probate requirements,
tax obligations,
succession instructions,
and decades of financial decisions that may or may not have been coordinated properly.

This is where 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗴𝗮𝗽𝘀 become visible.

Not during accumulation —
during 𝗮𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻.

𝗦𝗼𝗽𝗵𝗶𝘀𝘁𝗶𝗰𝗮𝘁𝗲𝗱 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 is designed to reduce confusion, administrative burden, and interpretation long before families are forced into those responsibilities later.

Join our upcoming 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗲𝗺𝗶𝗻𝗮𝗿:

https://www.macmillanestate.com/seminars

06/08/2026

Many 𝗮𝗳𝗳𝗹𝘂𝗲𝗻𝘁 𝗳𝗮𝗺𝗶𝗹𝗶𝗲𝘀 assume ownership is straightforward.

But as estates become more sophisticated, the way assets are held begins carrying far greater implications for 𝘁𝗮𝘅 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆, 𝗰𝗼𝗻𝘁𝗿𝗼𝗹, 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻, 𝗽𝗿𝗶𝘃𝗮𝗰𝘆, and 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗳𝗮𝗺𝗶𝗹𝘆 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗶𝘁𝘆.

Personal ownership, corporate structures, trusts, and joint ownership arrangements all create very different outcomes over time.

What appears simple on the surface
is often far more layered behind the scenes.

Join our upcoming 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗲𝗺𝗶𝗻𝗮𝗿:

https://www.macmillanestate.com/seminars

06/08/2026

𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐌𝐨𝐦𝐞𝐧𝐭𝐬

Opportunity often begins with openness. Each new day can bring a conversation, a decision, a relationship, or a possibility that moves life forward in ways we did not expect. But abundance is not only about what enters our lives. It is also about how wisely we prepare for it, protect it, and allow it to support what matters most.

At 𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, we help families give opportunity a strong foundation — aligning wealth, wishes, and long-term planning so the doors that open today can lead to lasting security tomorrow.

— 𝐋𝐨𝐮𝐢𝐬𝐞 𝐇𝐚𝐲

Date: Thursday, June 11, 2026
Time: 6:30 PM MT
𝐑𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐩𝐨𝐭 𝐧𝐨𝐰: https://www.macmillanestate.com/seminars

𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐥𝐢𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐝𝐚𝐲: https://www.macmillanestate.com/ask-an-expert-about-estate-planning

Welcome opportunity. Protect the abundance. Plan with clarity.

06/07/2026

𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐌𝐨𝐦𝐞𝐧𝐭𝐬

Where attention goes, energy follows. When we stop feeding negative thoughts, we create more room for clarity, confidence, and purposeful action. The future is shaped by what we focus on today — the people we love, the life we want to build, and the legacy we want to protect.

At 𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, we help families turn focus into structure — replacing uncertainty with clear decisions, thoughtful planning, and protection for what matters most.

— 𝐋𝐨𝐮𝐢𝐬𝐞 𝐇𝐚𝐲

Date: Thursday, June 11, 2026
Time: 6:30 PM MT
𝐑𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐩𝐨𝐭 𝐧𝐨𝐰: https://www.macmillanestate.com/seminars

𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐥𝐢𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐝𝐚𝐲: https://www.macmillanestate.com/ask-an-expert-about-estate-planning

Focus on what matters. Plan with clarity. Protect what you create.

06/06/2026

𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐌𝐨𝐦𝐞𝐧𝐭𝐬

There is a quiet strength in stopping the constant struggle to be “better” and beginning to accept yourself as supported. Growth does not have to come from pressure. It can come from trust, steadiness, and the willingness to receive the help already around you.

At 𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, we believe thoughtful planning offers that same kind of support. Clear wishes, trusted structures, and experienced guidance can help remove unnecessary struggle, giving you and your family more confidence, clarity, and peace of mind.

— 𝐋𝐨𝐮𝐢𝐬𝐞 𝐇𝐚𝐲

Date: Thursday, June 11, 2026
Time: 6:30 PM MT
𝐑𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐩𝐨𝐭 𝐧𝐨𝐰: https://www.macmillanestate.com/seminars

𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐥𝐢𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐝𝐚𝐲: https://www.macmillanestate.com/ask-an-expert-about-estate-planning

Stop struggling. Accept support. Protect what matters.

06/06/2026

𝗦𝗼𝗽𝗵𝗶𝘀𝘁𝗶𝗰𝗮𝘁𝗲𝗱 𝗲𝘀𝘁𝗮𝘁𝗲𝘀 are rarely just financial.

Assets often carry emotional weight:

the family cottage,
the vineyard,
the recreational property,
the business built over decades,
or the lifestyle attached to everything surrounding it.

That is why 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 becomes significantly more complex than simply dividing assets equally.

Questions around fairness, future control, blended family dynamics, business succession, and long-term ownership expectations often remain unresolved beneath the surface for years.

Most 𝗳𝗮𝗺𝗶𝗹𝘆 𝗰𝗼𝗻𝗳𝗹𝗶𝗰𝘁 does not begin with greed.

It begins when emotionally significant assets were never clearly structured for transition in the first place.

Sophisticated planning addresses those conversations long before families are forced into them later.

Join our upcoming 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗲𝗺𝗶𝗻𝗮𝗿:

https://www.macmillanestate.com/seminars

06/05/2026

For many families, the purpose of wealth was never endless administration or ongoing complexity.

It was 𝗳𝗿𝗲𝗲𝗱𝗼𝗺:

the ability to spend time differently,
travel more,
enjoy family,
and step away from constant operational oversight.

But that level of ease depends heavily on what is happening behind the scenes.

Ownership structures, tax planning, succession coordination, trusts, probate considerations, and long-term transfer strategy all need to function cohesively for wealth to truly feel uncomplicated over time.

Without that coordination, sophisticated estates can continue creating ongoing friction long after financial success has already been achieved.

The strongest plans create 𝘀𝗶𝗺𝗽𝗹𝗶𝗰𝗶𝘁𝘆 quietly in the background —
so life itself feels lighter.

Join our upcoming 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗲𝗺𝗶𝗻𝗮𝗿:

https://www.macmillanestate.com/seminars

06/05/2026

𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐌𝐨𝐦𝐞𝐧𝐭𝐬

Blessing your world begins with appreciation. The people you love, the home you care for, the experiences that shaped you, and the values you carry all become more meaningful when they are seen as blessings rather than assumptions. And when we recognize what has blessed our lives, the next step is to protect it with intention.

At 𝐌𝐚𝐜𝐌𝐢𝐥𝐥𝐚𝐧 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠, we help families honour those blessings through thoughtful planning — creating clarity around wishes, assets, and legacy so what matters most can be cared for and carried forward.

— 𝐋𝐨𝐮𝐢𝐬𝐞 𝐇𝐚𝐲

Date: Thursday, June 11, 2026
Time: 6:30 PM MT
𝐑𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐩𝐨𝐭 𝐧𝐨𝐰: https://www.macmillanestate.com/seminars

𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐲𝐨𝐮𝐫 𝐜𝐨𝐦𝐩𝐥𝐢𝐦𝐞𝐧𝐭𝐚𝐫𝐲 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐭𝐨𝐝𝐚𝐲: https://www.macmillanestate.com/ask-an-expert-about-estate-planning

Honour the blessings. Protect what matters.

06/05/2026

For many 𝗮𝗳𝗳𝗹𝘂𝗲𝗻𝘁 𝗳𝗮𝗺𝗶𝗹𝗶𝗲𝘀, this stage of life was the reason the wealth was built in the first place.

More time.
More freedom.
More ability to enjoy family, travel, lifestyle, and flexibility without ongoing complexity following every decision.

But unresolved estate planning issues often continue quietly in the background:

deemed disposition exposure,
probate across provinces,
outdated corporate structures,
unfinished succession planning,
cross-border tax concerns,
and trust structures that no longer reflect the family dynamic.

𝗦𝗼𝗽𝗵𝗶𝘀𝘁𝗶𝗰𝗮𝘁𝗲𝗱 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 is designed to reduce that friction before it reaches the next generation.

Because eventually, wealth should feel 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗲𝗱 —
not operational.

Join our upcoming 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗲𝗺𝗶𝗻𝗮𝗿:

https://www.macmillanestate.com/seminars

06/04/2026

𝗘𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 is often delayed for understandable reasons.

There is always another priority, another business decision, another family matter, or another season to revisit it.

But technical planning issues do not usually become simpler with time.

Ownership structures can become outdated.
Tax exposure can grow quietly.
Corporate and trust planning may no longer reflect the current estate.
Succession decisions can become harder to address once circumstances change.

The risk is not always immediate.

It builds in the background until timing becomes part of the issue.

A 𝘀𝗼𝗽𝗵𝗶𝘀𝘁𝗶𝗰𝗮𝘁𝗲𝗱 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻 is designed before decisions become reactive.

Join our upcoming 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗼𝗻𝗹𝗶𝗻𝗲 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗲𝗺𝗶𝗻𝗮𝗿:

https://www.macmillanestate.com/seminars

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

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