What defines a legacy? Is it the wealth painstakingly built over years of hard work and sacrifice, or the lessons, values, and dreams you leave to inspire the next generation? Without estate planning, even the strongest legacies can falter—whittled away by taxes, missteps, and uncertainty.
At Theodor Hennessey & Ross, we ensure your estate becomes more than assets on paper. It becomes a cornerstone of stability, a reflection of your values, and a tool to empower those you care about most.
A plan that goes beyond the basics
A will is important, but it’s not the whole picture. It’s a set of instructions, leaving key questions unanswered: Who will oversee your wealth until the next generation is ready? How will taxes be minimized? What safeguards will prevent disputes? Estate planning goes further, protecting and adapting to life’s changes.
At Theodor Hennessey & Ross, we craft plans that live and grow alongside you. These aren’t static documents—they’re dynamic, evolving strategies designed to secure your vision, protect your assets, and give your loved ones clarity when it matters most.
Long-term stability for your financial plan
The future doesn’t have to feel uncertain. At Theodor Hennessey & Ross, our team’s unique positioning offers something many can’t: continuity. We’re early enough in our careers to partner with you for decades, yet experienced enough to bring deep expertise to every decision.
This means you’ll never have to worry about handing your financial plan to someone new down the road. We’re here for the long haul, ensuring your strategy remains consistent, your goals stay on track, and your legacy is protected every step of the way.
Taxes: The silent drain
The wealth you’ve worked so hard to accumulate is vulnerable—probate fees, capital gains, and estate taxes can take a bigger slice than you might expect. A much bigger slice. Without the right strategies, much of what you’ve built could slip away before reaching those you care about.
We counteract this erosion. Through trusts, philanthropic giving, and advanced tax strategies, we ensure your estate remains intact, maximizing the resources available to your family and causes you hold dear. It’s not about loopholes—it’s about protecting what’s yours.
Trusts: Wealth with purpose
Inheritances, when poorly structured, can overwhelm rather than uplift. A sudden influx of wealth can lead to poor decisions or squandered opportunities. Trusts step in as safeguards, ensuring funds are distributed responsibly over time.
Whether tied to education milestones, the launch of a business, or other key life events, trusts empower beneficiaries to grow into their responsibilities while protecting the longevity of your legacy.