This is Legacy Planning (Ep. 9)
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
- mike@mikemilligancfp.com
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