Who Needs an Estate Plan?

By Mike Switzer

Published April 24, 2018 at 5:15 AM EDT

The topic of estate planning usually conjures up thoughts of wealthy people with complicated situations. But our next guest says that if you own any kind of property (a house, car, retirement plan) then you have an estate and as a result, you should also have a plan.

Mike Switzer interviews Joy Watkins, a certified financial planner with Anchor Investment Management 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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