ARD Financial and Retirement Solutions

10/24/2026

We started Claim My Legacy with a belief that still guides everything we do:

We are more than just documents. We protect the ones you love most.

Our “How to Avoid Probate” book series grew from that same purpose. Rebecca Siddiqui and I want families to have clear, understandable information so they can ask better questions, make informed decisions, and take the next step with greater confidence.

Behind every question about a will or trust is someone thinking about the people they love.

That is who we write for. That is who we serve.

Explore our books and free educational resources:
https://www.claim-my-legacy-estate-planning.com/resources

Ready to begin? Start Your Estate Plan:
https://ClaimMyLegacy.com

David Walter, Ph.D. & Rebecca Siddiqui
Co-Founders, Claim My Legacy

10/17/2026

You create the plan. Your family will be the ones who rely on it.
Will they know where to find everything? Who should step in? What still needs to be done? Will your family know what to do?

Estate planning is different because you may not be there to explain your wishes or fix unfinished details when your family needs the plan. That’s why it matters to work through these questions now, while you can still make decisions and help prepare the people you love.

Our free workbook, 8 Steps to Protecting the People You Love™, helps you organize your thoughts, consider the people you trust, and identify your next step, whether you’re just beginning or already have an estate plan.

You don’t have to figure everything out today. Start with one step.
📥 DOWNLOAD YOUR FREE WORKBOOK:
https://www.claim-my-legacy-estate-planning.com/_downloads/b0700ee2e7cecf640b0d978b372eab62

🌐 VISIT CLAIM MY LEGACY:
Explore plain-English estate planning information, free resources, and options for getting help:
https://Claim-My-Legacy-Estate-Planning.com

The people you love deserve more than good intentions. They deserve a plan.

10/16/2026

A TapPoint card is our modern, NFC-enabled digital business card that lets you instantly share your contact details, branding, website, and social media with just a tap on a smartphone—no app needed. It's a smart, reusable alternative to paper business cards, perfect for making memorable first impressions and ensuring your information is always accessible. You can learn more on our TapPoint page: https://ardstrategies.com/tappoint

10/13/2026

If something happened to you tomorrow, would your family know what to do? 💭

Most of us know we should have our affairs in order—but knowing where to start is usually the hardest part. It’s not just about having a will or a trust; it’s about making sure your loved ones know where to find key documents, who to call, and what your actual wishes are.

Take a quick mental check:
✅ Do you know who would handle your finances if you couldn't?
✅ Are your beneficiary designations up to date?
✅ Does your family know where your important documents are stored?
✅ If you have a trust, do you know if your accounts are properly connected to it?

Getting organized doesn’t have to happen all at once. Start by knowing where you stand!

👉 Take the Quick Check & explore A Simple Place to Start:

A practical guide to getting your affairs in order, including important documents, financial information, healthcare wishes, family instructions, and the people who may need to act for you.

10/10/2026

Estate planning can feel overwhelming, but taking the first step doesn’t have to be. Whether you're looking to organize your important documents or simply want to understand your options, we’ve put together a hub of free tools to help you protect the people you love, at your own pace.

Here is what you’ll find on our new resources page:

Free Legacy Protection Binder: A printable checklist and guide to keep your estate documents, financial accounts, and medical info organized in one place.

Family Legacy Review™: A self-guided, complimentary review to help you assess where you stand and what your family needs.

"Your Final Love Letter" Guide: Prompts and sentence starters to help you put your wishes, values, and personal messages into words.

Digital Estate Guides: Learn how to manage digital assets and social media accounts like Facebook and Instagram after a loved one passes away.

Plain-English Articles & FAQs: Quick reads on living trusts, wills, probate, and powers of attorney—no legal jargon required.

You don't have to figure everything out all at once. Start wherever you are!

Explore the free guides, worksheets, and checklists here: Claim My Legacy Resources Page

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LINK:

Explore Claim My Legacy estate planning resources, including educational guides, FAQs, free downloads, trust funding information, and tools to help you understand your plan.

10/07/2026

https://youtu.be/lX0q_74N7LY?si=ELzHvzwC17NVHRVB

Everyone needs 3 people in their life. Do you have them? Are you on...

10/05/2026

Most people think estate planning starts with documents. It doesn't. 💛

It starts with the people you love and how you want things to go for them when you're no longer able to handle things yourself.
Thousands of Arizona families face probate court every year, with the delays, expenses, and very public proceedings that come with it, often at the worst possible time. That's why Rebecca Siddiqui and I wrote the Second Edition of How to Avoid Probate in Arizona, updated for today's Arizona laws.

It explains estate planning in plain English, with no scare tactics, no legal jargon, and no unnecessary complexity.

📖 Inside, you'll find answers to the questions that matter most:
✅ What would happen if something happened to you unexpectedly?
✅ Who would be responsible for making decisions?
✅ What happens to your home, savings, and other assets?
✅ Would your family face probate court?
✅ If you already have a trust, will it actually work the way you intended?

You'll also learn about wills, revocable living trusts, beneficiary designations, Arizona beneficiary deeds, powers of attorney, healthcare directives, probate, and trust funding. And you'll work through practical Arizona Plan Review exercises that help you see what you already know, what you need to verify, and the next step that makes sense for your family.

Understand what you want. Understand what you have. Understand what would happen today. Then decide whether there is a gap worth fixing.

Because the people you love deserve more than good intentions.

They deserve a plan.

We are more than just documents. We protect the ones you love most.

👉 Get your copy on Amazon: https://bit.ly/472pbde

Your Legacy Matters. Make a Plan.



https://www.amazon.com/dp/B0HJXN6NQW

09/16/2026

VIDEO: ADD ESTATE PLANNING TO YOUR BUSINESS
Powered by Claim My Legacy

Your clients already trust you. What happens when they need help with estate planning?

Claim My Legacy works with professionals and organizations across the country who want to help the people they serve better understand their estate planning options.

For some, that means having a trusted estate planning resource they can confidently introduce to their clients. For others, it means exploring a deeper partnership that can bring estate planning into their existing business.

Claim My Legacy provides the education, systems, support, and estate planning resources behind the process, while keeping the focus where it belongs: helping families understand what they want, get it done, and make sure it works.

Interested in exploring a partnership with Claim My Legacy?

Visit our Partner With Claim My Legacy page to learn more and schedule a Partner Conversation:

https://www.claim-my-legacy-estate-planning.com/partner-with-claim-my-legacy

VIDEO: https://youtu.be/u3B5aZ78RiU

Claim My Legacy™
People First. Always.

ADD ESTATE PLANNING TO YOUR BUSINESSPowered by Claim My LegacyYo...

09/14/2026

Your family shouldn't have to figure everything out after you're gone.

Most Arizona families don't realize what actually triggers probate, or what they can do today to help their loved ones avoid it entirely.

We wrote How to Avoid Probate in Arizona to explain estate planning the way it should be explained: in plain English, no legal jargon, no scare tactics, no confusing sales pitch.
Inside, you'll learn how to:

✅ Understand what really happens during Arizona probate
✅ Tell the difference between a will and a living trust
✅ Decide whether a trust makes sense for your family
✅ Choose the right trustees and decision-makers
✅ Avoid the most common trust-funding mistakes
✅ Prepare for incapacity, not just death
✅ Keep your plan current as life changes

Because estate planning was never really about documents. It's about what happens to the people you love when you're no longer there to explain what you wanted.

We are more than just documents. We protect the ones you love most. 💙

📖 Grab your copy (paperback or Kindle) here: https://www.amazon.com/dp/B0HJNY9G79/ref=tmm_kin_swatch_0

08/21/2026

You Have a Living Trust. But Do You Know If It’s Funded?

Getting your living trust signed is an important step.

But here’s a question most people aren’t asked afterward:

Do you actually know what happened with your assets after the documents were signed?

Not think.

Know.

Your trust may be completely in order.

But if you’re like many families we talk with, you may not be completely sure how your home is titled, whether beneficiary designations were addressed, or whether everything that was supposed to happen actually happened.

That doesn’t mean something is wrong.

It simply means it may be worth finding out.

That’s why we created the Claim My Legacy™ Trust Funding Review™.

We’ll help you look at what you own today, how it’s currently held, what appears to have already been addressed, and what, if anything, may deserve further attention.

No assumption that something is wrong.
No scare tactics.
Just answers.

Because peace of mind doesn’t come from assuming everything was handled.

It comes from knowing.

If you already have a living trust and would like to know where things stand, message me “REVIEW” or scan the QR code on the flyer to request your free Trust Funding Review™.

Love Deserves a Plan.™