NO STATE ESTATE/INHERITANCE TAX

Arizona does not impose a state estate or inheritance tax.
That means your legacy isn’t reduced by a second layer of taxation at death. For families moving from high-tax states, the difference can be measured in millions.

•  No state estate tax: Avoid a 10–35% state-level hit common in several other states.
   
• No inheritance tax: Your beneficiaries don’t pay state tax on what they receive.
   
• Greater certainty: More of your plan flows to heirs, foundations, and family businesses—not to the state.
   
• Better coordination: Aligns cleanly with federal planning (trusts, portability, charitable strategies).
   

•  Single layer of transfer tax (federal only).
   
• Community-property step-up in basis for married couples can erase capital gains on appreciated assets at the first death.
   
• Uniform Probate Code foundation streamlines administration and reduces friction for executors and trustees.
   
• Retiree-friendly policies (no state tax on Social Security; favorable treatment for pensions).

Estate Value In a State With Estate Tax* In Arizona (No State Tax) Potential State-Tax Savings

$20M                 ≈ $1.3M state layer                       $0                                                     $1.3M

$50M                 ≈ $6.0M state layer                       $0                                                     $6.0M

$100M                 ≈ $18.0M state layer                       $0                                                   $18.0M

*Examples mirror a typical 10–35% progressive state estate-tax structure. Federal estate tax may still apply in both columns; the difference shown is the extra state layer many clients eliminate by establishing Arizona domicile.

• High-net-worth families seeking to preserve generational wealth.
   
• Business owners transferring operating companies or real estate portfolios.
   
• Real estate investors with significant embedded gains.
   
• Philanthropic families aiming to maximize gifts to foundations or donor-advised funds.

• Domicile transition: Driver’s license, voter registration, vehicle, banking, filings.
   
• Estate alignment: Update wills/trusts, retitle assets for community-property advantages.
   
• Real estate strategy: Primary/second homes, 1031 exchanges, investment acquisitions.
   
• Advisor coordination: We work hand-in-hand with your attorney, CPA, and wealth team.s.

 Is this tax or legal advice?
No. We coordinate strategy and logistics and connect you with licensed AZ attorneys/CPAs.

Will I still owe federal estate tax?
Possibly, depending on the size of your estate and federal exemptions. Arizona eliminates the state layer, not the federal rules.

What proves my Arizona domicile?
Primary residence/lease, AZ driver’s license, voter registration, vehicle registration, AZ tax filings, updated legal documents, and time spent in-state.

How fast can I complete the transition?
Many clients complete key steps within 30–60 days, depending on property timing and scheduling.

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Keep more of your legacy—legally, simply, and strategically.
[Request an Arizona Wealth & Domicile Plan →]

Parker Property AZ specializes in helping clients relocate to Arizona for lifestyle and legacy: no state estate or inheritance tax, streamlined estate administration, and a plan that puts your heirs first.

Figures shown are illustrative based on current rules and common state estate-tax structures. Laws change. Please consult a licensed Arizona attorney and CPA for personal advice.and-in-hand with your attorney, CPA, and wealth team.s.

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