Estate & Retirement Planning Services for Tucson Families

What We Offer Tucson Families

Even though our main office is in the Phoenix area, we proudly serve clients throughout Tucson and Southern Arizona. Using secure Zoom meetings, phone consultations, and email, we bring our 18+ years of estate and retirement planning experience directly to your home. We also coordinate in-person signing appointments in Tucson when needed.


You don’t have to choose between convenience and expertise—our team ensures your estate plan is legally sound under Arizona law and reflects your unique goals, whether that means protecting a family business in Pima County, providing for children or grandchildren, or giving back to a University of Arizona scholarship fund.

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Living Trusts

Avoid probate and retain control over your assets with a revocable living trust customized to your family’s needs.

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Wills & Last Testaments

Ensure your wishes are honored and loved ones protected with a legally sound will tailored to Arizona law.

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Powers of Attorney

Designate trusted individuals to make financial or medical decisions if you're ever unable to do so.

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Annuities for Retirement Income

Structure guaranteed income so you can enjoy Tucson’s sunsets without worrying about running out of savings.

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Life Insurance & Long-Term Care Planning

Protect your loved ones and prepare for healthcare needs as you age in Southern Arizona.

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Asset Protection & Business Succession

Use LLCs, family partnerships, and trusts to protect assets or smoothly transfer a family business in Tucson.

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Plan for the Future You Want in Southern Arizona

Whether you’re retiring from Davis-Monthan Air Force Base, the University of Arizona, or one of Tucson’s many small businesses, our retirement planning strategies are designed for long-term peace of mind.


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 virtual consultations, you can plan your retirement without leaving Tucson, Green Valley, Oro Valley, or Marana.

Frequently Asked Questions

Estate & Retirement Planning in Tucson

Whether you're new to estate planning or updating an old plan, these are some of the most frequent questions we hear from Arizona clients.

  • Will my estate be taxed in Arizona?

    Arizona has no state estate or inheritance tax. However, large estates may still be subject to federal estate tax—we’ll advise you if that applies to you.

  • How do I avoid probate in Pima County?

    A properly structured living trust can help bypass probate and keep your affairs private.

  • Can we meet in person in Tucson?

    Yes, we can arrange in-person signing appointments in Tucson as needed, while most planning is done conveniently via Zoom.

  • Do you work with military retirees?

    Yes—many of our Tucson clients are veterans or military retirees, and we are familiar with integrating military benefits into your estate and retirement plan.