Passing More Than Money: How to Build Trust, Values & Lasting Family Legacy

Most families know they should talk about inheritance, but very few actually do. In this episode, Zach Morris sits down with Emily Bouchard of Bouchard Bespoke Consulting to explore why conversations about wealth, legacy, and family values are so often avoided, and what happens when silence fills the gaps. Emily shares practical strategies for discussing inheritance without creating entitlement, building financial competency across generations, and passing along values, not just assets.

‘Whether you’re creating an estate plan or thinking about your family’s long-term legacy, this conversation offers thoughtful insights to help strengthen trust, communication, and connection.

Contact Emily Bouchard: https://emilybouchard.com/

Work with us: https://info.pacesferrywealth.com/learn-about-us

Download Retirement By Design: https://www.wealthbeyondwork.com/retirement