One of our tax associates at Maddox, Thomson & Associates recently completed a tour de force illustration for some of the basics of estate planning.  Rachael Knapp (a CPA and CFP as well as a budding screenwriter) has created a set of examples of important estate planning techniques using the family members from the long-running Game of Thrones franchise.  If you’re curious about how characters and families would have fared with proper estate planning, click on the links below for a good story and some fundamentals of estate planning.

Staying with the Game of Thrones theme, the planning is split into 2 parts.  Click the following links for  Episode 1 and Episode 2.

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Horizon Advisors is a Houston based fee-only wealth management firm. Horizon specializes in helping successful individuals and families understand, organize, and manage their often complex financial situations. Horizon offers integrated financial planning and investment management services.