ARD Financial and Retirement Solutions

06/18/2026

Does a "simple Will" actually keep your family out of Arizona probate court? ❌

The simple answer surprises most people.

Many Arizona families put a basic Will in place thinking their life's work is completely protected. But under Arizona law, a Will is practically a formal invitation for the state to step into your private family business. It’s a direct ticket to probate court, a process that can easily drag on for 9 to 18 months, drain thousands in legal fees, and lay your private assets bare to the public record.
You’ve spent a lifetime building your legacy. Why hand a chunk of it over to court administrative fees?

Join us tonight for a completely relaxed, interactive discovery workshop:

Texas BBQ & Estate Truths: Free Probate Workshop

This is not a dry legal lecture. We don't do boring, endless slide decks. Instead, we turn the tables: you bring your real-world questions, and together we map out the practical answers over great food.

Where: Rudy’s BBQ (Private Room) | 1733 N Higley Rd, Gilbert, AZ
When: Tonight, June 18th from 6:00 PM – 8:00 PM

Cost: 100% FREE

Early Bird Perk: The first 5 attendees to arrive in the room tonight will receive a $15 Rudy's BBQ gift card on us to use toward their dinner!

Our No-Pressure Pledge:
We know what you’re thinking: "A free workshop means a high-pressure sales pitch at the end." Not here. Leave your checkbook at home. We promise straight, practical clarity on Arizona asset protection so you can make decisions on your own terms.

Because we host this in a private room to keep the conversation personal and highly interactive, seating is strictly limited to the first 20 people. Secure your family's certainty before spots fill up:

👉 Click Here to Claim Your Free Ticket on Eventbrite
Join us tonight at 6 PM — Free Ticket Link Below
https://www.eventbrite.com/e/1990759554417

06/01/2026

Your divorce decree is signed, the assets are split, and you’ve finally started to breathe a sigh of relief. You feel like the hard part is over.

But here is a critical blind spot that catches thousands of divorced individuals completely off guard: Your divorce decree does NOT automatically update your estate plan. ❌

Unless you take specific action, your ex-spouse could still legally inherit your retirement accounts, make life-or-death medical decisions for you, or control the inheritance meant for your kids.

Join us for a free, 1-hour community seminar where we’ll close these dangerous legal loopholes and give you a simple, post-divorce action plan to protect your future.

🗓️ Wednesday, June 17, 2026 at 10:00 AM
📍 The Ridge at the Stratford (Stratford Room)
🎟️ Seating is strictly limited. Claim your free ticket here: :

https://www.eventbrite.com/e/post-divorce-estate-planning-keeping-your-ex-out-of-your-assets-tickets-1990746705987



LINK: https://www.eventbrite.com/e/post-divorce-estate-planning-keeping-your-ex-out-of-your-assets-tickets-1990746705987

Is your ex still your beneficiary? Learn how to protect your assets, lock down your legacy, and regain total control after divorce.

05/31/2026

What Should I Do With My Will After Remarriage? A guide for Arizona families navigating blended estates, community property, and the conversations that protect everyone you love.

Remarried in Arizona? Your pre-marriage will might be a legal time bomb for your kids' inheritance. Discover how Arizona’s community property and omitted spouse laws rewrite your wishes—and the exact steps you need to take this week to protect both your new spouse and your children without triggering a family war.

https://david6025507365.substack.com/publish/post/200015980

LINK TO ARTICLE: https://david6025507365.substack.com/publish/post/200015980

05/29/2026

When They Turn 18

You spent 18 years being their protector. Then the law quietly takes that away.

The moment your child turns 18, everything changes, not just for them, but for you.

If they're in a hospital, staff can't tell you what's happening.
If they're unconscious, you can't authorize their care.
If there's a financial emergency, you can't step in to help.
Overnight, the law treats you like a stranger to the person you raised.

Nobody puts this on the college prep checklist. But it might be the most important thing you do before they leave home.

Four documents fix this completely:

Medical Power of Attorney: lets you make healthcare decisions if they can't.

HIPAA Authorization: lets doctors talk to you.

Financial Power of Attorney: lets you help manage accounts in a crisis.

Basic Will: protects what they own, however little that may be right now.

These aren't just legal documents. They're the bridge that keeps you in your child's corner, no matter what life brings.

At Claim My Legacy, we help families put these in place before they need them. Because protecting the people you love most doesn't stop at 18.

602-550-7365
ClaimMyLegacy.com

05/29/2026

Estate Planning After Divorce: Protect Your Family - The Critical Updates Too Many People Miss

Wednesday, June 17, 2026 • 10:00 AM - 11:00
AM (Phoenix Time)
In the Stratford Room at The Ridge at the
Stratford, 1739 W Myrtle Ave, Phoenix, AZ

✓ Free • In-Person • Limited Seating

Estate Planning After Divorce: Protect
Your Family (Free 1-Hour Seminar)

⏰ Wednesday, June 17, 2026 • 10:00 AM - 11:00 AM
(Phoenix Time)
📍 The Ridge at the Stratford, 1739 W Myrtle Ave,
Phoenix, AZ

✓ Free • In-Person • Limited Seating

ABOUT THIS EVENT
Your Divorce is Final. But Your Estate Plan
Isn't Updated.
Divorce is incredibly hard. You've survived
the emotional toll, the financial upheaval, the exhaustion of rebuilding your
life. You feel relieved. It's over.

But here's what most people don't realize:
Your divorce decree does NOT automatically update your healthcare directives,
your power of attorney, or your beneficiary designations.

That means your ex-spouse could still have
legal authority over critical decisions in your life. Medical decisions.
Financial decisions. Decisions about what happens to the people you love most.

This seminar is about fixing that gap.

What You'll Learn
What your divorce actually changed—and what it didn't
The five documents that become 'time bombs' if left unchanged
Real stories: Jennifer's healthcare nightmare and Michael's $400,000 mistake

How outdated documents affect your children and loved ones

The five most common mistakes people make (and how to avoid them)

Your simple 6-step action plan to regain control and protect your family

Who Should Attend

Single parents and divorced individuals
Anyone in a blended family
People who've updated their will but haven't
reviewed beneficiary designations
Anyone who wants to ensure their children
are protected
Anyone who's unsure whether their ex-spouse
is still on their documents

What's Included
60 minutes of clear, jargon-free education
Real-life stories and case studies

Your Post-Divorce Estate Planning
Checklist (take-home handout)

Q&A time with the presenter

Opportunity to schedule a free, no-pressure
consultation

About the Presenter
David Walter is the co-founder of Claim My Legacy, a Phoenix-based estate planning company specializing in helping everyday families, especially single parents, divorced individuals, and blended families, create clear, affordable, attorney-reviewed plans that protect the people they love most.

With a PhD in Psychology and years of experience in financial services and estate planning, David brings both expertise and genuine empathy to these conversations. He doesn't use fear
tactics or legal jargon. He uses clarity, honesty, and real understanding of what matters to you.

"Your life changed when you divorced. Your protections should change too."

EVENT DETAILS

📅 Date & Time: Wednesday, June 17, 202610:00 AM - 11:00 AM (Arizona Time)
📍 Location: The Ridge at the Stratford [In the Stratford Room] 1739 W Myrtle Ave, Phoenix, AZ 85015
💰 Cost: FREE
🎫 Seating: Limited seating. Register early to guarantee your spot.

What to Bring
Just yourself. You'll receive a checklist handout to take home.

PARKING & ACCESSIBILITY
Parking: The Ridge at the Stratford has ample on-site parking available at no charge.

Accessibility: The venue is wheelchair accessible. If you need any accommodations, please note them in your registration or contact us directly.

CONTACT & NEXT STEPS

Questions about the seminar?
📞 Phone: 602-550-7365
📧 Email: [email protected]
🌐 Website: ClaimMyLegacy.com

After the seminar, we'll have team members available to chat with you one-on-one. No pressure. No sales pitch. Just real conversation about your family, your wishes, and next steps.

REGISTER NOW (LINK): https://www.eventbrite.com/e/estate-planning-after-divorce-protect-your-family-free-1-hour-seminar-tickets-1990600800580

https://www.eventbrite.com/e/estate-planning-after-divorce-protect-your-family-free-1-hour-seminar-tickets-1990600800580

FACEBOOK (LINK): https://www.facebook.com/profile.php?id=61590461759902

https://www.facebook.com/profile.php?id=61590461759902

05/18/2026

Free Estate Planning Seminar (SPANISH) - Phoenix, AZ Sunday, May 24, 2026 at 1pm in the Stratford Room of the Ridge at the Stratford 1739 W Myrtle Ave, Phoenix, AZ

Secure your family’s future in just 60 minutes! Join us for a free, jargon-free seminar on Wills, Trusts, and protecting your legacy.
Free Estate Planning Seminar (SPANISH) in Phoenix, AZ

Join Maria Lozano Probate Avoidance Specialist with Claim My Legacy for an informative educational event. At Claim My Legacy, we do more than just documents...we protect the ones you love most.

Protecting Your Legacy in Just 60 Minutes
In this condensed, high-impact session, you'll get clear, jargon-free answers about:

Wills vs. Trusts: Understand the key differences and discover which path is right for your family’s unique needs.

Revocable Living Trusts: Learn how these essential tools help you avoid the lengthy and expensive Arizona probate process entirely.
Asset Protection: Explore proven strategies to shield your hard-earned money from creditors and unintended heirs.

Incapacity Planning: Ensure your wishes are honored with robust powers of attorney and medical directives.

Inheritance Safeguards: Discover how to protect your children's future inheritance from risks like divorce or outside creditors.
Common Mistakes: Identify the most costly errors families make in their planning and, more importantly, how to avoid them.

Why You Should Attend
This is a free, no-obligation educational seminar. To make the most of the experience:

Bring Your Spouse: Ensure you are both on the same page regarding your family's future.

Bring a Friend: Knowledge is better shared so invite someone who could benefit from this vital information.

The Essentials: We provide free admission, free refreshments and free parking for all attendees.

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

Seating is limited so register today to reserve your spot at the Ridge at the Stratford!

Register Today to Reserve Your Spot. Link for FREE Admission tickets: https://www.eventbrite.com/e/free-estate-planning-seminar-spanish-phoenix-az-tickets-1989800476790

05/16/2026

Free Estate Planning Seminar - Phoenix, AZ Wednesday, May 20, 2026 in the Stratford Room at the Ridge at the Stratford, 1739 W Myrtle Ave Phoenix, Arizona from 10am to 2pm.

Secure your family’s future in just 60 minutes! Join us for a free, jargon-free seminar on Wills, Trusts, and protecting your legacy.

Free Estate Planning Seminar — Phoenix, AZ

Join David Walter, Co-Founder of Claim My Legacy and author of Estate Planning & Trusts for Dummies: A Plain English Guide to Wills and Trusts, and Avoid Probate in Arizona for an informative educational event. At Claim My Legacy, we do more than just documents...we protect the ones you love most.

When: Wednesday, May 20, 2026

Time: 10:00 AM

Where: in the Stratford Room at the Ridge at the Stratford, 1739 W Myrtle Ave, Phoenix, AZ

Protecting Your Legacy in Just 60 Minutes

In this condensed, high-impact session, you'll get clear, jargon-free answers about:

Wills vs. Trusts: Understand the key differences and discover which path is right for your family’s unique needs.

Revocable Living Trusts: Learn how these essential tools help you avoid the lengthy and expensive Arizona probate process entirely.
Asset Protection: Explore proven strategies to shield your hard-earned money from creditors and unintended heirs.
Incapacity Planning: Ensure your wishes are honored with robust powers of attorney and medical directives.

Inheritance Safeguards: Discover how to protect your children's future inheritance from risks like divorce or outside creditors.

Common Mistakes: Identify the most costly errors families make in their planning and, more importantly, how to avoid them.

Why You Should Attend

This is a free, no-obligation educational seminar. To make the most of the experience:

Bring Your Spouse: Ensure you are both on the same page regarding your family's future.

Bring a Friend: Knowledge is better shared so invite someone who could benefit from this vital information.

The Essentials: We provide free admission, free refreshments and free parking for all attendees.

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

Seating is limited so register today to reserve your spot at the Ridge at the Stratford!

Register Today to Reserve Your Spot. Link for FREE Admission tickets: https://www.eventbrite.com/e/free-estate-planning-seminar-phoenix-az-tickets-1987107495009


A Note from David & Rebecca We founded Claim My Legacy because we believe estate planning shouldn't be scary, confusing, or reserved only for the wealthy. Our goal is to empower you with the same knowledge we give our own families. We promise a jargon-free environment where you can learn how to protect the ones you love most without the stress.

https://www.eventbrite.com/e/1987107495009

Secure your family’s future in just 60 minutes! Join us for a free, jargon-free seminar on Wills, Trusts, and protecting your legacy.

05/09/2026

Your legacy is more than wealth ,it’s the love, protection, and peace of mind you leave behind for your family. ❤️

Planning ahead with a Will or Trust helps ensure your wishes are honored and your loved ones are cared for for generations to come.

Start protecting what matters most today.

🌐 Claim My Legacy
📞 602-332-0780