Ideas by Mike™

This is Legacy Planning (Ep. 9)

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Legacy planning is more than just dividing up financial assets; it’s about preserving the values, traditions, and harmony within a family.

This week on Ideas by Mike, Mike Milligan, CFP®, highlights the importance of this often-overlooked step in his unique financial planning approach. 

By incorporating SNUG — a powerful platform designed to streamline the organization of essential documents, final wishes, and family legacies — Mike empowers families to face the emotional and practical challenges that come with losing a loved one with greater ease and confidence.

Key Highlights:

  • How legacy planning is the final piece of a comprehensive financial strategy, working alongside tax planning, retirement income, investment, and long-term care
  • The importance of preserving more than just financial assets — ensuring family stories, values, and traditions live on
  • SNUG and its unique benefits in simplifying the organization of critical documents, wills, and final wishes to avoid disorganization after death
  • Real-life stories that highlight the emotional and practical burdens families face without a proper legacy plan
  • And much more!

    • Resources:

    • Snug
    • About HALO
    • Ideas by Mike: HALO 
    • This is Personal with Your Host, Mike Milligan, CFP® (Ep. 1) 
    • This is Tax Planning  (Ep. 5)
    • This is Investment Planning (Ep. 7)

      • Connect with Mike Milligan, CFP®:

      • Ideas by Mike 
      • LinkedIn: Mike Milligan, CFP®
      • Facebook: Ideas by Mike 
      • Instagram: @ideasbymike
      • YouTube: Ideas by Mike 
      • 757-909-7151
      • [email protected]
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        Ideas by Mike™By Mike Milligan, CFP®