Keen on Retirement

How to Preserve and Protect Your Wealth While Honoring Your Final Wishes


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"If something happened to me, what would happen to my family?"

I know this question is on the minds of many of the clients at Keen Wealth. It's also the question that inspired my guest on today's podcast, Polly Bartle Blomquist, to transition from family law to elder law and estate planning.

"After I had kids, I realized the gravity of parenting," Polly remembers. "Really, families did not know the process by which to ensure that their families were protected, and I became passionate about that. I learned everything that I could possibly learn and then went out on my own and started practicing estate planning."

On today's show, Polly shares her expert tips for preserving wealth, protecting your best interests, and creating a legally durable legacy plan that will honor your last wishes.

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Keen on RetirementBy Bill Keen, Matt Wilson, Steve Sanduski

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