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Deep Dive. Looking under the surface for sharper insight.

Article

The Estate Planning “Fire Drill”: Interview with Mike Switzer on SC Business Review

Jonathan J. Robertson Wealth Planning

Estate planning is probably not anyone’s favorite thing to do, but for most people, it is a good idea. One way to approach this is an estate planning “fire drill.”

Mike Switzer interviews Abacus financial advisor Jon Robertson.

This interview was originally published on South Carolina Public Radio.

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Author Jonathan J. Robertson

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