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Ard Law Firm
Centrally Located in Dickinson to better serve
Coastal Houston/Galveston Area
Thank you so much for stopping by. Please take time and browse my pages to learn why you need an Estate Planning attorney that focuses on a long-term relationship with you and your family to better serve each generation of your family when they need it most.
Our Process
Life-Long Planning is the only way to Preserve your Legacy!
We work with our clients to help them achieve the following goals:
- Control and protect their property while alive and well
- Plan for loved ones if they become disabled
- Give their property:
- To whom they want
- When they want
- The way they want
We also like to understand your financial situation, today, tomorrow and where you plan and dream to reach financially. To help us, we work closely with allied professionals in the financial planning area such as Certified Financial Planners (CFP’s). Since taxes can be an important issue as well, we may work with tax experts like CPA’s. We believe each family needs a "dream team" to protect their assets, goals, wisdom and wealth for each generation.
Once we understand the overall picture, we work together with other advisors to help clients achieve their goals. This may include helping to plan an ‘exit strategy’ from a business or to increase charitable giving during lifetime in order to reduce income tax liability.
We also help clients prepare for the worst in terms of medical emergencies by putting together a series of documents that will ensure their designated loved ones have the tools to make medical decisions on their behalf; have access to medical records and can be contacted in the event of an emergency. To do this, most of our clients receive a wallet size card that ensures they can access this important information in times of crisis. Each and every plan we design for you comes with a service called Docubanktm to store your emergency medical documents online so you, your family and your medical services providers can reach them at the touch of a button (phone or computer).
All while assuring their wealth is transferred along with Wisdom - the passing of one’s values, insights and stories for future generations.
To do this, we first seek to understand clients’ goals and objectives. We do a preservation technicque that encompasses your wisdom using SunBridge Legacy Builder Network's “Priceless Conversations™”.
Perhaps most importantly...
We offer our clients the ability to UPDATE their plans annually.
As part of the Family Peace Process™ program developed by the Ard Law Firm, we offer a system to revisit our clients’ goals and objectives, their assets and their choices for important roles in their plans. We help clients keep their plans up to date based on changes in their lives, the law and our learning about best practices. Each year our firm holds a Client Education Conference to give general information about changes which may affect them and we schedule periodic review meetings with clients who choose to remain in our Family Peace Program. This way, estate plans do not become ‘stale’ and they are regularly revised so that they actually produce the intended results.
You're leaving a legacy. Leave the best one
HOPE & BLESSINGS,
SANDY ARD
Blended Family Basics
Is yours a blended family? If yes, then you face unique inheritance challenges, to include disinheriting your ex-spouse, providing for your new spouse and your own children, and protecting their inheritance. Keep this newsletter (and share it with others).
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