Massachusetts Estate Tax Calculator
Calculate estate and inheritance tax in Massachusetts. State estate tax up to 16%. Federal exemption $13.61M. Free calculator.
How This Calculator Works
Calculation methodology and assumptions
Estate tax calculator for Massachusetts. Massachusetts has a state estate tax with a top rate of 16%. Exemption: $2,000,000. Federal estate tax exemption: $13.61M (2026), with rates from 18-40% on amounts above the exemption. Unlimited marital deduction applies to spousal transfers. Charitable bequests are fully deductible.
Key State Information
Massachusetts estate tax facts: Massachusetts has a state estate tax with a top rate of 16%. Exemption: $2,000,000. Median home value: $580,000. If your estate exceeds $2,000,000, Massachusetts estate tax applies at rates up to 16%.
Frequently Asked Questions
Does Massachusetts have an estate tax?
Yes. Massachusetts has a state estate tax. The exemption is $2,000,000 and the top rate is 16%.
How can I reduce estate tax in Massachusetts?
Key strategies: (1) Maximize the marital deduction for spousal transfers, (2) Make annual gift tax exclusion gifts ($18,000/recipient/year), (3) Use charitable bequests, (4) Establish irrevocable trusts, (5) Move life insurance to an ILIT. In Massachusetts, consider the state exemption threshold of $2,000,000 in your planning.
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