Estate and Gift Planning

Navigating the complexities of estate and gift planning requires the help of trusted advisors. Maddox Thomson can help you make sense of this increasingly complex subject.

Tax Filings

We can handle any tax filings involving an estate or a gift.

Estate Plan Maintenance

We will work with your estate attorney to help you monitor and update your estate plan as needed. If you don’t have an estate plan, we can help you decide whether such a plan is right for you. We can also recommend local estate planning attorneys to assist in the process.

Investment Advice

Much of our estate and gift planning is coordinated with our sister firm, Horizon Advisors, a registered investment advisor. Horizon Advisors can help you plan for the future.