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Love, Legacy, and Legalities: Purposeful Planning for Blended Families

  1. Love, Legacy, and Legalities: Purposeful Planning for Blended Families MR DAVID EDEY 28:04

In this episode David Edey has a conversation with Emily Bouchard, an expert on Family dynamics in Estate planning. She is co-author of Estate Planning for the Blended Family.

 

They discuss the complexities of estate planning for blended families—covering everything from updating beneficiaries to navigating difficult family conversations and making sure all loved ones are considered and protected.

 

Emily shares real-life examples, common pitfalls, and actionable advice on managing everything from power of attorney and medical decisions to fostering open, honest communication within blended families.

 

Whether you’re in a stepfamily, planning for remarriage, or facing estate challenges, this episode is packed with Wisdom and practical tips for a more peaceful family future.

 

For David’s book, other resources and more visit www.davidedey.com

David Edey Author, Speaker, Certified Executor Advisor

David Edey is a Certified Executor Advisor with over 35 years of experience in the financial planning industry, specializing in estate and legacy planning. He is the author of the bestselling book, "Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights," and hosts the Executor Help Podcast, guiding individuals to secure their legacies and maintain family harmony.

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