Skip to main content

Massachusetts

The Bay State

Discover essential estate planning considerations unique to Massachusetts, including probate, wills, and tax implications.

Articles

Revocable Trusts in Massachusetts Versus Nevada
Estate Planning

Revocable Trusts in Massachusetts Versus Nevada

Compare the benefits and implications of revocable trusts in Massachusetts versus Nevada. Understand tax differences and more.
SimplyTrustSimplyTrust EditorialNovember 12, 2025
The History of Inheritance Tax in Massachusetts
Estate Planning

The History of Inheritance Tax in Massachusetts

Learn why there’s no inheritance tax in Massachusetts and why the commonwealth levies and estate tax instead.
SimplyTrustSimplyTrust EditorialNovember 11, 2025
Massachusetts Estate Tax: A Quick Overview
Estate Planning

Massachusetts Estate Tax: A Quick Overview

The Massachusetts estate tax applies to estates worth over $1 million. Learn why Massachusetts has an estate tax and what it means.
SimplyTrustSimplyTrust EditorialNovember 10, 2025

Latest News

2026 Estate Tax Exemption Increase: Key Details for Heirs
News

2026 Estate Tax Exemption Increase: Key Details for Heirs

Discover how the new estate tax exemption for 2026 impacts your heirs and what steps to take now.
SimplyTrustSimplyTrust EditorialOctober 16, 2025
Navigating the One Big Beautiful Bill Act: Key Tax Changes Impacting Estate Planning
News

Navigating the One Big Beautiful Bill Act: Key Tax Changes Impacting Estate Planning

Explore how the One Big Beautiful Bill Act impacts estate planning strategies, including key changes in tax deductions.
SimplyTrustSimplyTrust EditorialJuly 17, 2025
Estate Tax Exemption 2025: The Impact of The ‘One Big Beautiful Bill’ on Your Estate
News

Estate Tax Exemption 2025: The Impact of The ‘One Big Beautiful Bill’ on Your Estate

Discover the impact of the 2025 ‘One Big Beautiful Bill’ on estate tax exemptions and how it could save your estate from hefty taxes.
SimplyTrustSimplyTrust EditorialOctober 23, 2024

What are the unique estate tax laws in Massachusetts?

Massachusetts has its own state estate tax system, which can be complex compared to other states. The state imposes a tax on estates exceeding $1 million, which is relatively low when compared to the federal estate tax exemption. This means many residents could be subject to this tax depending on the total value of their estate. Understanding these thresholds is crucial for effective estate planning in Massachusetts to potentially reduce the tax burden on a decedent's estate. Consulting resources such as the Massachusetts Department of Revenue can provide additional guidance.