Ard Law Firm
3719 Fatta Dr.
Dickinson, TX, 77539
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.
Sandra Perez Ard (Sandy) spent the first 8 years of her legal career working various aspects of trial law from basic discovery to expert witness depositions to being part of the national trial counsel team for various defendants. After attaining several goals she realized her passion and inspiration came from her family and helping other families. Her family has been in the home health care field for over 30 years, long-term relationships with patients was required to ensure their healthcare needs were met. She also realized long-term relationships with her clients is absolutely mandatory to ensure their legal needs are met and estate plans worked.
Sandy began her own practice to be better available to her children and family and realize her dream of providing ongoing services to ensure life-long relationships with her clients. Through her affiliation with National Network of Estate Planning Attorneys, Wealth Counsel and Medicaid Practice Network she continues to engage in the most up to the minute education so she can provide you with holistic relationship based estate planning, elder law and asset protection.
She is a member of the Texas Bar Association, Houston Bar Association, Galveston County Bar Association, and Texas Aggie Association. She is also a member of Wealth Counsel, National Network of Estate Planning Attorneys and Medicaid Practice Network.
Sandy has been married to her husband, Darin for 17 years and has 2 children, Connor & Camryn. They enjoy an active lifestyle in the Dickinson/Clear Lake area with church and karate. Sandy and her husband both grew up in Baytown, Tx. They are actively involved in the care and education of local elderly families. They also have 3 dogs, Roxy, Shadow and Oreo. She recently welcomed a dwarf rabbit, Goggles, into their home.
Sandy graduated from Texas A&M University in 1994 with a Bio-environmental Science degree. Soon after having her first child Sandy began law school attending University of Houston Law Center part-time at night so she could be a stay-at-home mom. She graduated from the University of Houston Law Center in 1999. While in law school she served as the Vice President and President of the Environmental Law Society and the Consumer Law Journal analyzing recent cases.
She is admitted to practice law in the State of Texas and the Southern District of Texas.