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Estate tax check

Three questions for a quick, educational look at whether federal or state estate tax could apply. Massachusetts, Connecticut, Rhode Island, Maine, and Vermont have their own estate taxes with thresholds well below the federal exclusion. This is an estimate, not tax or legal advice, and not a guarantee of any outcome.

Example: a Massachusetts resident with a $3,000,000 net estate and no marital or charitable bequest has an estimated Massachusetts estate tax of $82,400 and an estimated federal estate tax of $0.

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Educational estimate only. It uses published 2026 federal and state rules, simplifies many factors, and is not tax, legal, or investment advice. Vital Introductions is a service of Vital Investment Management, LLC, an SEC-registered investment adviser (CRD 300811). Registration is a fact, not an SEC approval, and does not imply a certain level of skill or training. No advice until you are a client. See Disclosures.