Massachusetts Trust & Estate Planning
State laws, costs, and planning strategies
$2,000–$4,500
Living trust cost
3–5% of estate
Probate cost
$2.0M
State estate tax
Required
Probate status
Overview
Massachusetts has a "cliff" estate tax — if your estate exceeds $2M, the entire estate (not just the excess) is taxed. This makes trust planning especially important.
Special Rules & Features in Massachusetts
- ⚡State estate tax starting at $2M (one of the lowest thresholds)
- ⚡Cliff tax — entire estate taxed if over $2M
- ⚡QTIP trusts commonly used for married couples
Create a Massachusetts Living Trust
Attorney-reviewed documents, state-specific provisions
Start with Trust & Will⚠️ This is general educational information, not legal advice. Consult a Massachusetts-licensed estate planning attorney for advice specific to your situation.