South Carolina Business Review

What to Consider in an Estate Plan

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Most people know what estate planning means: having a will, a power of attorney, etc.  But our next guest says that there is much more to consider.

Mike Switzer interviews Tiffany Pripeton Ritchie, a certified financial planner and heritage design professional candidate with Morris Financial Concepts in Mt. Pleasant, 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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