The Head and the Heart:

How to Leave More Than

Money Behind

When it comes to estate planning, most people focus on the numbers – what to give, who gets what, and how to avoid taxes. But a truly lasting legacy goes deeper than just documents. It’s about preparing the people you love for what you leave behind. In this free webinar, financial advisor Adam Malcolm will show you how to combine smart planning (the head) with deep intention (the heart) so you can protect your family, reduce future stress, and pass down your values with your assets.

What You'll Learn:

Your path to clarity

- Why traditional estate planning often falls short

- How to avoid the common mistakes that cause confusion and conflict

- How to make sure your plan reflects your values, not just your wealth

- Simple tools and strategies to protect your family and support the causes you care about

- How to start meaningful conversations with loved ones about legacy, inheritance, and generosity

You'll Walk Away With:

What a Thoughtful Estate Plan Looks Like

A clearer understanding of what a truly thoughtful estate plan looks like

How to Protect Relationships and Reduce Stress

Practical tips to preserve family harmony and avoid legal stress

Examples of Legacy in Action

Real world examples of how others have created impact beyond inheritance

Bonus For Attendees

As a bonus, all registrants will receive:

1. Estate Planning Personal Records Organizer – a practical tool designed to help you collect, organize, and communicate key information to your family and advisors. It’s the first step toward clarity, peace of mind, and a plan your loved ones will thank you for.

2. 25 Questions to Spark a Legacy Conversation with Your Family – a thoughtful guide to help you initiate meaningful discussions around values, wishes, and family legacy. These questions are designed to gently open the door to conversations that matter, ones that often go unspoken but deeply impact the future.