Estate & Retirement Planning Services for Phoenix Families

Why Phoenix Families Trust Us With Their Future

Since 2007, Family Tree Planning has guided Phoenix and Maricopa County families through every stage of estate and retirement planning. From Ahwatukee to North Scottsdale, we help you prepare with personalized wills, trusts, and income strategies that give peace of mind. Whether you prefer meeting over Zoom or signing in person at our Scottsdale office, we make the process convenient and stress-free.

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Living Trusts

Avoid probate and keep control of your assets with a revocable living trust designed for Arizona law.

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Wills & Last Testaments

Protect your loved ones with a clear will that reflects your wishes and complies with Arizona statutes.

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Powers of Attorney

Designate trusted decision-makers for medical or financial matters if you’re unable to act.

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Annuities for Retirement Income

Create steady retirement income with annuities tailored to Phoenix retirees’ needs.

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Life Insurance & Long-Term Care Planning

Protect your family and prepare for potential healthcare needs with the right insurance strategy.

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Asset Protection & Business Succession

Preserve your wealth, protect assets from creditors, and plan for smooth business transitions.

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Plan for the Future You Want in Phoenix & Beyond

Whether you’re retiring from Arizona State University, working in downtown Phoenix, or running a family business in Scottsdale or Glendale, our retirement planning strategies are built for long-term peace of mind. We understand the unique needs of Valley families — from managing public employee pensions to coordinating private retirement accounts — and we’ll help you design a plan that fits your goals.


We can help you:

  • Maximize Arizona public employee or military retirement benefits
  • Create a reliable income stream through annuities or investment planning
  • Prepare for potential long-term care needs while protecting assets
  • Support your legacy goals, whether for family or local charities


With in-person consultations available at our Scottsdale office and convenient virtual meetings, Phoenix families have flexible options for estate and retirement planning without compromise.

Frequently Asked Questions

Phoenix Estate & Retirement Planning FAQs

Families in Phoenix often ask about taxes, probate, and retirement income. Here are a few of the most common concerns we hear.

  • Do Arizona estates pay state inheritance tax?

    No. Arizona does not impose state inheritance or estate taxes. However, larger estates may still face federal estate taxes—our planning strategies help reduce or avoid them.

  • How does probate work in Maricopa County?

    Probate in Phoenix goes through Maricopa County courts. A properly funded living trust can help your family avoid that process altogether.

  • Can I structure retirement income to last in retirement?

    Yes—we often use annuities, life insurance, and tax-advantaged accounts to create reliable income streams.

  • What if my children live outside Arizona?

    We can design your plan to work across states, ensuring assets are transferred smoothly even if heirs are elsewhere.