This is Estate Planning with Mike and Scott (Ep. 15) скачать в хорошем качестве

This is Estate Planning with Mike and Scott (Ep. 15)

Can a legacy be more than assets? Discover how to leave a love letter to your family… This week on Ideas by Mike™, Mike Milligan, CFP®, welcomes Scott Cary, Founder of Snug, to unveil how his groundbreaking platform is transforming estate planning. From safe document storage to AI-powered updates, Snug offers a modern, affordable approach to creating a legacy that reflects your values. Whether preparing for retirement or crafting a heartfelt “final love letter” for your loved ones, this episode will equip you with the insights to take action today. Key Highlights: Snug’s Mission: Redefining estate planning with simplicity and accessibility Legacy Made Personal: Incorporate meaningful messages for loved ones alongside essential documents Technology Meets Planning: Real-time updates and safe storage for ease of use Debunking Myths: Estate planning is for everyone, not just the wealthy Future Trends: How tools like Snug are reshaping holistic financial services And much more! 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 Connect with Scott Cary: LinkedIn: Scott Cary Snug About Our Guest: Scott Cary is the Founder of Snug, a groundbreaking platform designed to simplify estate planning for everyone. With a passion for making legacy planning accessible, Scott has created a solution that combines cutting-edge technology with personalized financial services, helping individuals and families navigate the complexities of protecting their assets and safeguarding their future. Driven by a commitment to empower people with affordable, user-friendly tools, Scott is dedicated to redefining how we think about estate planning—ensuring it’s not just for the wealthy but for everyone.