Federal exemption drops in 2026 — now in effect
2026 data Public-data reference. official source
Public dataset

Estate Tax by State

Public-data reference. for PlainEstate.

51-jurisdiction estate/inheritance tax + probate intel with IRS SOI data, rankings, 2025/2026 TCJA sunset calculator.

Compare estate tax exemptions, inheritance tax rates, and probate costs across all 50 states. The federal exemption is currently $7,000,000 — but may drop to ~$7,000,000 in 2026.

13
States with Estate Tax
6
States with Inheritance Tax
33
No Estate/Inheritance Tax
40%
Federal Top Rate

States with Estate Tax

13 states (plus DC) impose an estate tax — often with much lower exemptions than the federal threshold.

Top estate-tax rate by state (13 states with an estate tax)
Scale: 12.0%–13.6% 13.6%–15.2% 15.2%–16.8% 16.8%–18.4% 18.4%–20.0%
State Exemption Top Rate
Oregon $1,000,000 16%
Rhode Island $1,733,264 16%
Massachusetts $2,000,000 16%
Washington $2,193,000 20%
Minnesota $3,000,000 16%
Illinois $4,000,000 16%
District of Columbia $4,710,000 16%
Maryland +Inheritance $5,000,000 16%
Vermont $5,000,000 16%
Hawaii $5,490,000 20%
Maine $6,800,000 12%
New York $6,940,000 16%
Connecticut $13,610,000 12%

States with Inheritance Tax

Unlike estate tax (paid by the estate), inheritance tax is paid by the beneficiary. Rates often depend on your relationship to the deceased.

Federal Estate Tax Statistics (2022)

Source: IRS Statistics of Income Division IRS Statistics of Income Division

6,158
Returns Filed
2,794
Taxable Returns
$9.4B
Total Tax Collected
$14,921,000
Avg Gross Estate

Your Guide to Estate Tax and Probate Planning

PlainEstate is a free resource that helps Americans understand estate tax rules, inheritance tax obligations, and probate costs across all 50 states. We compile official data from the IRS Statistics of Income Division, state tax agencies, and court fee schedules into a single, easy-to-navigate reference.

Whether you are evaluating states for retirement, planning a wealth transfer, or simply trying to understand how estate taxes work, our tools and guides break down complex tax law into plain language. Our estate tax calculator estimates combined federal and state liability for any estate size.

Estate planning is especially urgent right now. The federal estate tax exemption is set to drop significantly when the Tax Cuts and Jobs Act expires. Read our guide to the 2026 sunset to understand what this means for your family, or explore our estate planning basics to get started.

Browse our full guide library covering trust types, probate avoidance strategies, gift tax rules, and community property distinctions to make informed decisions about your estate plan.

Explore Estate Planning Data

Disclaimer: PlainEstate provides educational information about estate tax and probate costs for general informational purposes only. This is not legal or tax advice. Tax laws change frequently. Always consult a qualified estate planning attorney or CPA before making financial decisions. Data sourced from IRS Statistics of Income, Tax Foundation, and state court fee schedules. Effective January 2024.

Guides & Analysis

Editorial research and plain-language explainers from our team. Every guide is written to help you read the underlying public data correctly.