Legal Document and Development Philosophy

OUR legal document audit and development PHILOSOPHY

When it comes to your assets and the management of your estate, now and in the future–no matter how large or small–making sure your estate plan is up to date and appropriate for your current situation is an absolute necessity.

In addition to making sure your legal documents and directives are consistent with current federal and state legal statutes, you also need to make sure that companies and individuals that will carry out your estate plan have the proper documents to ensure matters are handled efficiently and within the letter of the law.

Given the above considerations, Lineweaver Financial Group, in conjunction with independent legal counsel, has created the Personal Legal Audit Worksheet. The basic and advanced audit worksheets provided should be a first step in helping you remain current with these affairs. To assist you during this process, our independent legal counsel and the WealthWatch Center are available to help by offering a complimentary consultation.

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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.

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