The Legacy of Love
Are you ready to create your Legacy of Love?
Welcome to The Legacy of Love Podcast, hosted by Sara Ecklein, a California licensed professional fiduciary dedicated to helping families navigate the complex world of estate planning, trust administration, and end-of-life care.
In each episode, Sara shares her expertise and insights on planning for the future, empowering you to make informed decisions that ensure your final wishes are honored. From understanding your estate planning documents to exploring the emotional aspects of end-of-life care, this podcast offers practical advice to help you prepare for the future.
Join Sara as she interviews heart-centered experts in law, finance, and healthcare, and hear personal stories from individuals who have experienced the benefits and challenges of creating their Legacy of Love.
Whether you’re just starting to think about your legacy or navigating a complex family situation, The Legacy of Love Podcast provides valuable information and support to help you make the best decisions for yourself and your loved ones.
Listen and subscribe to The Legacy of Love, and please share the show with someone who would benefit.
The Legacy of Love
Blended Family Estate Planning: Navigating Financial Decisions and Family Dynamics with Emily Bouchard
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.
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