Estate Planning for the Heirs to the Iron Throne

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 … Read more »

On the Horizon Newsletter – Summer 2015

We write our periodic newsletters to address current and ongoing topics of interest for those interested in financial planning, wealth management and investment management. Our summer newsletter provides a discussion of the possible difficulties for fixed income investing in a period of rising interest rates along with our current portfolio … Read more »

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