In this episode, Sara sits down with Fractional Chief Learning Officer and author Emily Bouchard to explore the essential but often overlooked topics of blended family estate planning and multi-generational family governance. They discuss the challenges stepfamilies face when making financial decisions together, managing co-owned properties, and navigating the complexities of estate planning with a focus on rising generation leadership. Emily shares actionable insights on creating a family governance plan, building a legacy based on shared values, and how to prepare the next generation for future family business succession. With her experience as the author of Beginners Guide to Purposeful Prenups and co-author of Estate Planning for the Blended Family, Emily offers valuable strategies for families seeking to ensure a seamless transition and long-term financial security.
About Emily:
Emily Bouchard understands the unique challenges families experience when it comes to love and money. She assists clients in effectively communicating about complex situations for greater ease with family decision-making. She specializes in stepfamily dynamics, multi-generational family governance, rising generation leadership and education, and family business succession. Emily brings over 20 years of experience and training to her work as a fractional Chief Learning Officer. She is the author of Estate Planning for the Blended Family and Beginners Guide to Purposeful Prenups. When she is not traveling to speak or lead family meetings, she lives on a 10 acre ranch with nine horses, where she facilitates transformative retreats.
Her Books:
Beginners Guide to Purposeful Prenups: Three Essential Elements for a Successful Prenup Conversation
Estate Planning for the Blended Family
Connect with Emily:
On Instagram @emily4families
Referenced in this Episode:
The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will by Susan B. Turnbull
Connect with Sara on:
LinkedIn
Instagram
Facebook
Download The Legacy of Love Workbook
Our free workbook was designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
Disclaimer
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy And Charlamagne Tha God!
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.