Blended & Blessed: Navigating Estate Planning for Modern Families

A conversation with Emily Bouchard, coauthor of Estate Planning for the Blended Family

Welcome to the Modern Husbands podcast, where any combination of Dr. Bruce Ross, Christian Sherrill, and Brian Page host national experts who share winning ideas to manage money and the home as a team.

I’m Brian Page, founder of Modern Husbands. Sometimes our listeners want more support than a podcast can give, individual or couple support, which I now provide. Details can be found at modernhusbands.com or you can email me at brian@modernhusbands.com. 

For today’s podcast we welcome Emily Bouchard. Emily is a Leadership and Legacy Consultant at a US Bank own firm who specializes in supporting blended families. She also co-authored Estate Planning for the Blended Family and Beginners Guide to Purposeful Prenups.

Today’s discussion centers around estate planning and considerations in blended families. Enjoy the show.

00:00 Introduction
01:05 Can you explain what a blended family is and the different forms of blended families?
02:33 Where does your passion to support blended families come from?
06:00 Why is estate planning particularly important for blended families?
8:46 What are some of the most common financial challenges that blended families face when it comes to estate planning?
13:38 Can you discuss any specific tax considerations that blended families should be aware of when setting up their estate plans?
16:45 How should blended families approach the issue of guardianship to ensure that there are no conflicts among family members?
19:13 Could you explain the benefits of using trusts in estate planning for blended families?
22:53 Could you share any real-life examples that highlight unique solutions or common pitfalls in estate planning for blended families?
24:20: About Emily’s book
26:32 What is the single most important piece of advice you would give to couples in a blended family to ensure their estate planning is successful?

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Chapters

• 0:00 Introduction
• 1:05 Can you explain what a blended family is and the different forms of blended families?
• 2:33 Where does your passion to support blended families come from?
• 6:00 Why is estate planning particularly important for blended families?
• 8:46 What are some of the most common financial challenges that blended families face when it comes to estate planning?
• 13:38 Can you discuss any specific tax considerations that blended families should be aware of when setting up their estate plans?
• 16:45 How should blended families approach the issue of guardianship to ensure that there are no conflicts among family members?
• 19:13 Could you explain the benefits of using trusts in estate planning for blended families?
• 22:53 Could you share any real-life examples that highlight unique solutions or common pitfalls in estate planning for blended families?
• 24:20 About Emily’s book
• 26:32 What is the single most important piece of advice you would give to couples in a blended family to ensure their estate planning is successful?