Henry spent most of his life in Salt Lake City, Utah, and California. He graduated from UNCC with a Major in Political Science and a Minor in Economics. Henry hopes to go to Law School somewhere in Southern California. When Henry is not working alongside our Business Team, he spends his time playing tennis, cooking, or skiing and surfing when he is back out west.

Medicaid Planning What Is the Medicaid Look-Back Period?
If you need Medicaid to help pay for long-term care, your financial history matters. Medicaid's look-back period is a five-year review of certain financial transactions made before you apply for long-term care Medicaid. Transfers of assets for less than fair market value during that time may delay your eligibility, even if you...
What Is the Medicaid Look-Back Period?  View Full Article
Estate Administration South Carolina Small Estate Affidavit: How It Works
A South Carolina small estate affidavit allows certain families to collect personal property without going through full probate administration. If the estate qualifies, heirs or beneficiaries may be able to use a simplified probate process after waiting at least 30 days from the date of death. This option can save time and...
South Carolina Small Estate Affidavit: How It Works  View Full Article
Estate Planning How Family Conflict Can Impact Estate and Probate Outcomes
Family conflict can change how an estate plan works in practice, even when the documents are legally valid. Disagreements, mistrust, or unclear expectations can delay administration, increase costs, and strain relationships long after a loved one passes. Thoughtful planning can reduce these risks and help your intentions carry through more smoothly.
How Family Conflict Can Impact Estate and Probate Outcomes  View Full Article