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Monthly Archive for: ‘August, 2015’

Continuing Financial Challenges for Social Security & Medicare

Every year, the Trustees of the Social Security and Medicare trust funds release reports to Congress on the current financial condition and projected financial outlook of these programs.  The 2015 reports, released on July 22, 2015, show that, despite some encouraging signs, both programs continue to face financial challenges that should be addressed as soon as possible.   Continuing Financial …

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2015 State Estate Tax & Inheritance Tax Chart

Please click the link below for a detailed list of states that levy some sort of tax on a decedent’s estate.  States that are not listed do not apply a tax to the transfer of property at death.  This list was up to date as of June 2015.  However, state laws change frequently and the following information may not reflect …

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