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:

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• 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:

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• 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®:

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• Ideas by Mike 
  
• LinkedIn: Mike Milligan, CFP®
  
• Facebook: Ideas by Mike 
  
• Instagram: @ideasbymike
  
• YouTube: Ideas by Mike 
  
• 757-909-7151
  
• mike@mikemilligancfp.com