Page 30 - Bulletin Vol 28 No 3 - Sept. - Dec. 2023 FINAL

News |

Finance Article|Driving Blindfolded to Retirement (con’t.)

Going deeper into the financial planning process, we often discuss estate planning and legacy planning as
well. These elements seek to ensure that a family's wishes after death can be carried out using trusts
and other legal documents. Ultra-high net-worth families also seek our counsel to assist them with
their legacy planning. This often leads us to the family's philanthropy to ensure that legacy, whether
through Donor Advised Funds or Family Foundations.

ALINE Wealth is dedicated to the financial planning process, and we welcome you to contact us for a
complimentary discussion on how we can help you and your family develop these strategies
and work alongside you to help ensure a responsible financial future. Contact us at aline@alinewealth.com
or call us at (631) 760-7639. ALINE Wealth is a group of investment professionals registered with
Hightower Securities, LLC, member FINRA and SIPC, and with Hightower Advisors, LLC, a registered
investment advisor with the SEC. Securities are offered through Hightower Securities, LLC; advisory services
are offered through Hightower Advisors, LLC.
Peter J. Klein

30 | Nassau County Dental Society ⬧ www.nassaudental.org