Money and Success

Ready, Set, Retire

Kris Miller, chFEBS, CSA, LDA

Ready, Set, Retire – What Every Couple with a Step Family Needs to Know about Estate Planning

The odds are against people who go into blended family commitments – they need a sound, practical basis for hope and unity to beat the odds. According to census data, this is the biggest segment of families today; given the myriad of issues to address in terms of unique blended family dynamics AND the fact that 70% of estate plans fail and it is essential to address the human side of estate planning for blended and step families.

Emily Bouchard is a family, wealth, and money coach, showing people how to successfully have conversations with their families and advisors about their financial and estate planning concerns

Emily Bouchard is a family, wealth, and money coach, and the managing partner of Wealth Legacy Group, specializing in the emotional impact of wealth in people€™s lives. She has been working with high net worth families since 2004 with a specialty in step and blended family issues. She has appeared on the Today Show and CNN, and has been featured in publications such as NY Times and USA Today. Along with coaching individuals, couples, and families, she consults with advisers on how to respond effectively to their clients€™ emotional needs related to financial and estate planning. She co-authored Estate Planning for the Blended Family with estate planning attorney/consultant, Paul Hood.
Name: Emily Bouchard
b. Company Name: Wealth Legacy Group
c. Primary Phone: 360-991-9558
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