2026 Federal & State Estate Tax Scenarios ($13.61M Exemption vs TCJA Sunset)
The federal estate tax assesses wealth transfers at death above $13,610,000 per individual. Additionally, 12 states levy state-level estate taxes with thresholds as low as $1,000,000 (Oregon) and $2,000,000 (Massachusetts), creating significant tax exposure.
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Scenario Benchmark Data Table
Total 4 scenario records. Click column headers to sort or search below.
Gross Estate Value | Jurisdiction | Combined Estate Tax | Net Wealth Transferred |
|---|---|---|---|
| $5,000,000 | Massachusetts (MA) | $391,600 | $4,608,400 |
| $8,000,000 | New York (NY Cliff) | $764,000 | $7,236,000 |
| $15,000,000 | Texas (Federal Only) | $556,000 | $14,444,000 |
| $25,000,000 | New York (Fed + State) | $7,820,000 | $17,180,000 |
All calculations, amortizations, and scenario projections displayed on this page are strictly for informational and educational purposes. Nothing herein constitutes investment, financial, tax, underwriting, or legal advice. Actual interest rates, closing costs, lender fees, and statutory criteria may vary. Calconova explicitly disclaims all liability for any financial decisions or actions taken based upon these calculations. Users are strongly advised to consult a certified financial planner, CPA, or licensed lending officer prior to executing financial commitments.
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