The Legacy of Love: Estate Planning Simplified for Mothers

Estate Planning for Blended Families: Why You Must Plan Differently to Protect Your Legacy and Loved Ones

Episode 24

Blended families face unique estate planning challenges—are you prepared to navigate them?

Estate planning for blended families comes with unique emotional and financial challenges, especially when it involves co-owned property, children from prior marriages, or future business succession. In this episode, Sara Ecklein and Emily Bouchard tackle these issues head-on, offering real strategies for building trust and unity across generations.

In this episode, you will:

  • Learn how to approach estate planning in a blended family without creating conflict or confusion
  • Discover how to create a multi-generational governance plan rooted in shared values and purpose
  • Get expert advice on preparing rising generation leaders for family wealth and business transitions


Press play to learn how thoughtful planning can strengthen blended families and build a legacy that lasts.

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.

Connect with Emily:

EmilyBouchard.com

On LinkedIn

On Instagram @emily4families

On Facebook

Her Books:

Beginners Guide to Purposeful Prenups: Three Essential Elements for a Successful Prenup Conversation

Estate Planning for the Blended Family

Referenced in this Episode:

The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will by Susan B. Turnbull

Episodes air weekly on Mondays and Wednesdays.

Download The Legacy of Love Workbook
A free workbook 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.

Connect with Sara on LinkedIn

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Disclaimer

This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.

People on this episode