Estate Tax Exposure Tool
Determine your potential liability for federal and state "death taxes" based on your total net worth.
Federal Estate Tax (2024 limits)
No Federal Exposure: Your estate is below the exemption limit.
High Exposure: You exceed the limit. The amount over the limit is taxed at up to 40%.
State Estate Tax
No State Exposure: Based on your selections, you are under the state limits or live in a tax-free state.
State Exposure Detected: You likely breach your state's lower threshold. State rates range from 10% to 20%.