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Year-End Estate Planning

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Year-end estate planning is a critical component of every family’s financial plan, however it is not uncommon for families to put it on the backburner.  However, 2020 has upended all of our lives in some way, and as a result, our next guest says it is more important than ever that families have these conversations in case anything unexpected were to occur.

Mike Switzer interviews Maura Copsey, with Nachman, Norwood & Parrott in Greenville,  SC.

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.