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Death and Taxes

Jeff Shelton

October 07, 2025

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Office: 260-436-7006

7635 West Jefferson

Fort Wayne, IN 46804

info@sheltonfinancial.net

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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For investment products and services these states include:

Jeff Shelton - FL; IN; MI; MO; OH; TN; UT; VA
Matt Fry – AZ; FL; GA; IN; KY; MO; NC; OH; TX
Brian Nieuwlandt - IN; KY; MA; OH; TN
Nathan Shelton – CO; IN; MI; OH; SC; TN
Piercen Harnish - IN; TN; WI
Nathan DeVaux: IN; CO; FL; OH; UT

For investment advisory services these states include:

Jeff Shelton - IN
Matt Fry - IN; TX
Brian Nieuwlandt – IN
Nathan Shelton - IN
Piercen Harnish - IN
Nathan DeVaux: IN; CO; FL; OH; UT

This website is not intended to provide investment, legal, or tax advice, nor to affect securities transactions or to render personal advice for compensation.

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Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Shelton Financial Group, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Kestra Holdings and its subsidiaries are not affiliated with any other entity on this site other than specifically referenced. Investor Disclosures: https://www.kestrafinancial.com/disclosures