Legacy Planning

Your legacy is about more than the assets you leave behind — it's about the values, impact, and care you extend to the people and causes that matter most to you. At Twenty-Nine Main Advisory and Planning, we help you build a thoughtful legacy plan that manages your wishes to honor your loved ones towards protection.

Estate and legacy planning is often overlooked until it's too late. We work with you to put the srategies place — from beneficiary designations to gifting strategies. We also coordinate with your estate attorney and tax advisor to address every element of your plan is aligned and properly implemented.

Estate Strategy

We help you review and organize your estate plan, ensuring your assets are titled correctly and your beneficiary designations reflect your current wishes.

Wealth Transfer

Whether you want to pass wealth to family, support a charity, or do both, we'll help you explore strategies that transfer assets efficiently while managing tax implications.

Protection & Preparedness

We help ensure the right legal documents are in place — including powers of attorney and healthcare directives — so your family is prepared for any circumstance.

A meaningful legacy doesn't happen by accident. Let us help you plan intentionally so the people and causes you care about are considered long after you're gone.