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.