Insights & Resources Podcast Library

Business Briefing Podcast: Dan Geary - Part 2. The importance estate planning.

Dan Geary, JD, Managing Director

BUSINESS BRIEFING WITH BRIAN BUSHLACH

Every Sunday at 4:00pm, Brian Bushlach brings the “voice of the private sector” to KXL. Business Briefing is all about business, from mom & pops to major retailers. Brian goes in-depth each week to share success stories, challenges, and visions from our local business leaders. The engaging first hour is followed by another hour of expert insight from top economists, CPA’s, attorneys and bankers to help our audience of business owner and decision makers navigate these challenging times.

In this episode, Brian interviews Dan Geary, Managing Director, Eastern Region at Threshold Group. Why risk management is important for estate planning. Part 2 introduces disability insurance, living wills, durable power of attorney, the "love you" letter and why it's integrated into a comprehensive estate plan.