W. Denis Shelley

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So far Denis Shelley has created 3 blog entries.

Digital Assets

What happens to our digital assets upon our death or disability? Is it valuable to us? Do others we trust have access to it? What should we be doing to protect and preserve it for our family? As our use of on-line resources and their value to us increase, it becomes even more important to

By |2018-04-04T17:54:56+00:00April 4th, 2018|Uncategorized|Comments Off on Digital Assets

2018 Gift Exclusion Update

The annual Federal Gift exclusion has been increased for 2018 to $15,000 for an individual and $30,000 for a married couple who split gifts. For lifetime gifts, the amount has now increased to $11,200,000 cumulatively per person and $22,400,000 for married couples. These same amounts apply to transfers at death but the surviving spouse does

By |2020-06-17T02:39:59+00:00February 14th, 2018|Uncategorized|Comments Off on 2018 Gift Exclusion Update

New Tax Law

The new tax package has something for everyone in it. For our estate planning clients, it doubles the estate tax exemption from $5,490,000 to over $11,000,000 after the adjustment for inflation. Many of our clients did not have a concern about estate taxes before. This change helps even more of our clients transition their wealth

By |2020-06-17T02:39:59+00:00January 20th, 2018|Uncategorized|Comments Off on New Tax Law