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:
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.