Including Charities in Your Estate

By Mike Switzer

Published October 9, 2018 at 5:13 AM EDT

Most of us make regular donations to charities during our lifetimes, but how many of us think about making room for those charities in our wills and/or estate plans? Our next guest says there are certainly some things to keep in mind if that is your desire.

Mike Switzer interviews Corrine Hanna, a certified financial planner with Abacus Planning Group in Columbia, SC.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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