Protect What You’ve Built: Estate Planning for a Lasting Legacy
A Free WORKSHOP on How to Protect Your Family,
Reduce Taxes, and Leave a True Legacy
Join Brad Lineberger and Matt Callahan for an in-depth estate planning workshop designed for people who have spent decades building wealth and want to make sure it reaches the right people, at the right time, in the right way.
Understand the key components of a well-structured estate plan, including wills, trusts, and powers of attorney
Learn how to avoid common estate planning pitfalls that can lead to unnecessary taxes, delays, and family stress
Explore strategies to help ensure assets are distributed according to your wishes while maintaining privacy
Discover how beneficiary designations and account titling play a critical role in your overall plan
Gain insight into coordinating your estate plan with your broader financial and tax strategy
DATE
May 13, 2026
time
4:00 PM - 6:30 PM
LOCATION
Virtual
Most Estate Plans Were Created in Isolation. That’s Where the Gaps Start.
You’ve worked hard. You’ve saved responsibly. You’ve built meaningful wealth.
But here’s what most families discover too late: having a will or a trust isn’t the same as having a plan.
When your estate documents don’t coordinate with your financial plan, your tax strategy, and your beneficiary designations, the gaps can be costly, in dollars, in time, and in family stress.
Assets tied up in probate for months or years
Beneficiaries forced to sell assets to cover taxes or settle the estate
Inheritances exposed to creditors, divorce settlements, or bankruptcy
Children and loved ones left without clear guidance or protection
Thousands lost to taxes that could have been reduced or avoided entirely
What You’ll Learn
A Clear Framework for Protecting Your Family and Your Legacy
Estate Planning Foundations
- Understand the key components of a well-structured estate plan, including wills, trusts, and powers of attorney
- Learn how to avoid common estate planning pitfalls that can lead to unnecessary taxes, delays, and family stress
- Explore strategies to help ensure assets are distributed according to your wishes while maintaining privacy
- Review how beneficiary designations and account titling play a critical role in your overall plan
- Gain insight into coordinating your estate plan with your broader financial and tax strategy
Family Protection & Legacy
- How to protect your family and loved ones when you no longer can
- 6 strategies for a strong generational wealth management plan
- Ensure your beneficiaries get their inheritance without selling assets
- How to pass on more than just your assets and leave a true legacy
- How to ensure that the assets you leave to your children and loved ones are protected from creditors, divorce, and even bankruptcy
Tax & Financial Coordination
- How retirement planning, portfolio-mix, and risk tolerance can affect future generations
- Strategies that could help reduce taxes
- How a 529 plan can be an efficient estate planning tool
- How bracket topping can minimize tax implications of Roth Conversions and enhance the value of your estate
Meet Your Presenters
Brad Lineberger
President & FOUNDER,
Seaside Wealth Management
Matt Callahan
wealth manager,
seaside wealth management
15+ Years
in business
300+
households served
$400M+
In assets guided
Who This Workshop Is For
This workshop is designed for individuals and couples in their 50s, 60s, and early 70s who want clarity, structure, and confidence that their estate plan works together with their broader financial and tax strategy.
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It’s especially valuable if:
- You have a will or trust that may be outdated or incomplete
- You’re unsure how your beneficiary designations align with your overall plan
- You want to protect what you leave behind from creditors, divorce, or unnecessary taxes
- You want to pass on more than just assets — you want to leave a true legacy
- You feel like your estate plan was created in isolation and doesn’t coordinate with your financial strategy
You’ve Built Your Wealth.
Now Protect It for the People Who Matter Most.
Seats are limited. Register today to reserve your place at this free estate planning workshop.
