Estimate federal estate tax, state estate tax, and inheritance tax for an estate or trust. See which taxes apply in your state and how much beneficiaries may owe.
Total value of all assets at death
Mortgages, loans, funeral costs, administration
Select your state, enter an estate value, and indicate marital status to see federal and state death tax estimates.
This calculator provides educational estimates for 2026 tax year and does not constitute legal, tax, or financial advice. Actual taxes depend on deductions, credits, and specific circumstances. Consult a licensed estate planning attorney or CPA for guidance specific to your situation.
Yes, Massachusetts has estate tax. The estate tax applies to estates exceeding $2.0 million. Federal estate tax also applies to estates over $15 million.
The Massachusetts estate tax exemption is $2.0 million (2026). Estates below this threshold are not subject to state estate tax. This exemption is not indexed to inflation.
Yes, surviving spouses are generally exempt from Massachusetts death taxes through the marital deduction. Assets passing to a spouse are not included in the taxable estate. However, the surviving spouse's estate may owe taxes when they pass.
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