Who Needs an Estate Plan?

Apr 24, 2018

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.