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Celebrity Impersonation Scam: How Criminals Are Targeting Elderly Victims

by Olivia Wann

Scammers are increasingly impersonating celebrities online to manipulate and financially exploit elderly people. These celebrity romance scams combine emotional manipulation, identity theft, and financial fraud. Is your loved one at risk? The consequences can be devastating, wiping out the person’s life savings and risking their home.

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Ten Reasons to Choose a Lawyer Familiar with Dentistry to Draft Your Buy-Sell Agreement

by Olivia Wann

Thirty-four percent of dentist owners plan to retire within six years according to Dental Post’s 2025 Dental Salary Survey Report. If you are interested in selling a practice or buying a practice, there are important legal considerations. Selecting a lawyer who understands the many facets of dentistry to prepare or review a buy-sell agreement is to the dentist’s advantage.  Here’s my top ten reasons why:

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Should You Consider Hospice Care for Your Loved One?

by Olivia Wann

Caring for aged parents can present a number of challenges including juggling tasks amid time constraints and the heavy emotional toll of someone approaches the end of their journey. This is particularly challenging when one’s parents live far away.  The number one goal is that the aged parent is taken care of, and their needs are fully met.  Should you consider assisted living, nursing home care or hospice care for your loved one? Just what is the difference?

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What is a Pet Trust and Should You Consider Having One?

By Olivia Wann

Introduction:

This article examines the benefits and legal framework for establishing a pet trust under Tennessee law. Pet trusts provide a legally recognized mechanism for ensuring the continued care of beloved animals after their owner’s death or incapacity. Tennessee’s comprehensive statutory framework offers pet owners significant advantages and protections when establishing these specialized trusts.

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Avoiding and Relieving Caregiver Burnout

by Gracie Hogue

Being a caregiver can be utterly daunting. This role requires you to constantly be thinking of the other person and trying to stay one step ahead of the next need, possibility of accident, or a potential incident. Caretaking taxes a person in every respect: physically, emotionally, mentally, and spiritually. So it is extremely important to take steps toward avoiding burnout.

Here are seven ways to relieve or avoid caregiver burnout.

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Should I Deed My Property to My Children and Retain a Life Estate?

by Olivia Wann

A life estate deed is a form of estate planning in Tennessee.  An attorney would prepare a quit claim deed to transfer your real estate to your children and you retain a life estate. This means that you, as the life tenant, retain the right to live on the property until your death. You pay the taxes, the insurance and the maintenance. If you rent the property, you keep the proceeds.

On death, the real estate automatically transfers to the remainder interest holder, in this case your children without probate.

What are the pros of a life estate deed?

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Who Will Look After the Elder Orphans?

by Olivia Wann

Perhaps you know an elder orphan.  The term elder orphan describes senior individuals living alone with little to no support system.[1] Maybe I’m a future “elder orphan” having not had children. This message resonates with my heart because I serve a population of elderly clients locally who are basically elder orphans, whether they have children or not.

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Should you spend down your money for concerns of nursing home care by making monetary gifts to your children?

By Olivia Wann

First let’s establish the difference between IRS rules and Medicaid eligibility rules.

The IRS sets limits on the amount you can give to another person without having to pay tax. In the year 2025, the annual gift tax exclusion is $19,000 per person or entity. This means you can give up to $19,000[1] to a person without paying a gift tax. Note that gift tax rates range from 18% – 40% and the donor—you—would pay the tax.

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Should I just give my house to my children now to avoid any problems related to nursing home care?

by Olivia Wann, JD

As discussed in prior videos, Medicare only pays a maximum of 100 days for nursing home care costs. The remainder of long-term care would be an out-of-pocket expense or covered by Medicaid if you qualify.  The state’s Medicaid program would seek reimbursement for funds paid for long term care meaning your home could be recovered by the state to satisfy any monies owed for your nursing home stay. The state can force a sale through a public auction.  

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Protecting Your Pets in Emergencies: What to Do When They’re Home Alone

Emergency alert card with information for pets


As estate planners, we work closely with clients to provide a plan to protect their assets and ensure that personal and real property flows to the intended recipients. Protecting Your Pets in Emergencies is also a priority. We emphasize the importance of having a General Durable Power of Attorney, which includes provisions for pet care.

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