Montana
#1
death-tax friendliness rank
- Category
- No state death tax
- Estate exemption
- —
- Top estate rate
- —
Inheritance: No
2026Montana vs Alaska Estate and Inheritance Tax
Montana and Alaska tie on this site's modeled death-tax friendliness score. Compare estate exemptions, inheritance rules, and federal estate interaction.
By Sammy S. · Founder · AuthorUpdated for 2026
More death-tax friendly on this model
Montana and Alaska are tied
Both states share the same modeled estate and inheritance friendliness score.
Side-by-side estate and inheritance scoreboard
Alaska
#1
death-tax friendliness rank
- Category
- No state death tax
- Estate exemption
- —
- Top estate rate
- —
Inheritance: No
Estate and inheritance metric comparison
Side-by-side indicators for planning. Actual liability depends on estate size, heir relationship, situs of property, and filing elections.
| Metric | Montana | Alaska |
|---|---|---|
| Friendliness rank | #1 | #1 |
| Death-tax category | No state death tax | No state death tax |
| Estate tax | No | No |
| Estate exemption | — | — |
| Estate top rate | — | — |
| Inheritance tax | No | No |
State rules explained
Why Montana and Alaska differ on death taxes
Estate exemptions, top rates, and inheritance class rules can each flip which state looks better for a given estate and set of heirs.
Montana rules
Montana has no state estate tax and no state inheritance tax for 2026.
Federal estate tax can still apply above the federal exemption even when the state has no death tax.
- Category
- No state death tax
- Rank
- #1
Alaska rules
Alaska has no state estate tax and no state inheritance tax for 2026.
Federal estate tax can still apply above the federal exemption even when the state has no death tax.
- Category
- No state death tax
- Rank
- #1
Estate vs inheritance
Estate tax is paid by the estate before distribution. Inheritance tax is paid by the heir—often based on relationship class.
Federal layer still applies
Federal estate tax uses about $15M per person (40% top rate). State tax can apply below that threshold.
Heir estimates
For KY, MD, NE, NJ, and PA, use the inheritance tax calculator with relationship and amount for a modeled heir bill.
Montana vs Alaska estate and inheritance tax FAQs
Montana: no. Alaska: no.
Montana: no. Alaska: no.
Montana and Alaska score the same on this model’s estate/inheritance friendliness ranking.
Federal estate tax uses about $15M per person in 2026. State estate or inheritance tax can still apply below that threshold.
Use the Inheritance Tax Calculator for relationship-based estimates in KY, MD, NE, NJ, and PA.
Compare another pair
Compare any two states
Estate tax, inheritance tax, exemptions, and federal interaction.
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