BHR Law Group

08/06/2025

I had the pleasure of joining Aragone on the Aragone & Advisors podcast to talk estate planning, business succession, and asset protection.

Thank you to Paula and the team at Aragone and Associates for the thoughtful conversation and the opportunity to share my perspective!

🎥 Watch the full episode here:

Between life changes, family transitions, and the unexpected, having a plan for your assets isn’t just smart — it’s essential.In this episode — Estate Planni...

07/29/2025

Naming a Guardian for Minor Children.

Naming a guardian is one of the most important—and loving—decisions a parent can make. I’ve seen this single step hold families back from completing their estate plan. It’s hard to think about, but choosing now means the decision stays with you, not the court.

Keep in mind, a nomination doesn’t grant automatic legal authority. Your guardian will still need to petition the court to be officially appointed.

The court will usually honor your wishes unless there’s a strong reason not to. Setting expectations now makes things clearer and easier for everyone later.

07/08/2025

Avoid These Estate Planning Pitfalls.

Three worst-case scenarios that can arise without a properly executed estate plan.

These examples show how a well-crafted plan can help you avoid unexpected surprises.

https://conta.cc/4e4vFes

06/25/2025

Meet Toby: BHR's Newest Addition 🐾

Toby is a 14-week-old Bernedoodle and the newest member of our team!

Estate planning is all about protecting what matters most, and for many of us, that includes our furry family members. Many pet owners wonder about what could happen to “man’s best friend” after their death or if they become incapacitated and unable to care for their pets.

Why Consider a Pet Trust?
Without a plan in place, pets are often overlooked—or worse, left without proper care. A pet trust is a simple addition to your estate plan that ensures your pets are loved, safe, and looked after.

We want to see your cute furry family member in the comments below.

https://bhrlawgroup.com/2023/01/20/a-trust-for-your-best-friend/

06/17/2025

Are you considering your pet when planning your estate?

It’s an often-overlooked detail, but for many of us, our pets are family. In this video, I share how a pet trust can ensure your furry friend is protected if something happens to you.

Have you thought about who would look after your pet if you were no longer around?

05/20/2025

Planning a Trip Abroad This Summer? Overlooking This Critical Step Can Lead to Delays and Unnecessary Legal Costs.

If you or a loved one were to pass away overseas, foreign laws could conflict with your U.S.-based estate plan. That means even the most carefully drafted will or trust might not be enforceable—or could lead to delays, disputes, or unnecessary legal costs.

Here’s what you need to know:

✅ Review your estate plan to ensure it aligns with both U.S. and international laws, especially if you’ll be abroad for an extended stay.
✅ Consider a secondary will if you’ll be living in another country long-term—one that complies with local laws.
✅ Start with a strong U.S. estate plan—including a will, trust, and health care documents—as your foundation before addressing international complexities.

05/15/2025

Did you know the date you sign your trust becomes part of the official title of your trust—forever?

Even if you amend or restate your trust later, that original signing date stays as the title. So, it’s a pretty important date!

Our amazing office manager decided to make her signing date even more special by choosing to sign her trust on her birthday.

Happy Birthday and Happy Signing Day—what a perfect way to mark a new year of life and legacy planning! 🥳📄

05/13/2025

🚗 Should You Title Your Car in the Name of Your Trust?

It’s a common estate planning question—and the answer depends on the kind of car.

For your everyday vehicle, we usually don’t recommend titling your car into the trust. Why? Because the DMV has its own process for transferring vehicles after someone passes, and dealing with them directly is often simpler than trying to retitle the car into the trust.

But if you have a valuable car collection or recreational vehicles, it’s a different story. In those cases, we do want to include them in the trust to make sure they’re properly handled and avoid probate headaches.

Estate planning isn’t one-size-fits-all—and that includes how we treat motor vehicles.

If you have a question about whether you should title your cars in the name of a trust, talk to your estate planning attorney.

05/06/2025

What happens if both spouses die at the same time?

It’s not something we like to think about—but when it comes to estate planning, it’s critical to prepare for every possibility.

A well-drafted estate plan doesn’t just cover the expected—it’s there to protect your loved ones when the unexpected happens.

When planning your estate, your attorney should account for scenarios where both spouses pass away simultaneously or within a short period of time. Here are a few provisions to consider:

✅ Simultaneous Death Clause – Automatically designates one spouse as having died first for legal purposes, which can help clarify asset distribution.
✅ Survivorship Deferral Provision – Delays asset transfers to avoid double probate and potentially reduce estate taxes.
✅ “Titanic” Clause – Names a final beneficiary in the unlikely event that all primary beneficiaries die at once.