New York Estate Tax Calculator
Understand your New York state tax liability on top of the upcoming 2026 federal changes. The current exemption is $6,940,000.
Estimate Your Tax Liability
100% Client-Side. Calculated in your browser. Zero data transmitted.
Married couples can often port their exemptions, effectively doubling the threshold.
Estimated State Estate Tax
Estimated Federal Estate Tax (2026 Sunset)
Protect Your Wealth
A proper trust can often eliminate these taxes entirely.
Understanding the New York Estate Tax
New York has a 'cliff'—if your estate is more than 5% over the exemption, you lose the exemption entirely.
While the federal exemption sits at millions of dollars, New York's lower threshold of $6,940,000 catches many families off guard. This is especially true when factoring in real estate values, retirement accounts, and life insurance death benefits.
If you are a resident of New York, or own property here, it is highly recommended to consult an estate planning attorney to minimize your state tax burden.
Data based on current official guidelines. For the most accurate, up-to-date legal tax codes, please consult the official New York Department of Revenue.