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Estate Planning Mistakes to Avoid in the New Year

As we come to the end of the year and are looking toward a new year, we recommend that our clients reevaluate their estate plans.

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Estate plans are incredibly important to protect future wishes, assets and families.

Often, we see the same mistakes repeated over and over in estate planning. Some of the most common estate planning mistakes are the following:

  1. Not having an estate plan. The biggest issue we
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by Oktavina•
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Mahopac undecided on name change but withholds logo from field re-do

MAHOPAC − Anticipating the possibility “Indians” may be dropped as the nickname of the district’s athletic teams, the Mahopac Board of Education Tuesday night agreed that only an “M” will be at the center of an artificial turf field that’s being replaced, instead of the current logo, which is an M, with an arrow and a feather.

But with trustees noting the full logo could be painted later, if desired, the board made it clear no decision has been made on whether Mahopac will comply with a state Education Department directive that schools scrap Native American nicknames and logos.

The

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by Oktavina•
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2022 Healthcare Breaks – Rickard & Associates

The eight largest healthcare breaches of 2022 were all related to vendors.

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As healthcare breaches continue to run rampant, it is important to look for patterns.

Eight of the largest healthcare breaches were related to third-party vendors.

These included:

  • A breach at Advocate Aurora Health where 3 million patients were affected by a tracking pixel tool that sent data to Google or Meta,
  • A breach at a printing and mailing
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by Oktavina•
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Estate Planning and Personal Property

Prior to meeting with us, many of our clients have felt overwhelmed by estate planning. Often, they are more concerned about the smaller aspects of estate planning than the larger ones.

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We help our clients plan to protect all of their interests, both big and small.

Frequently, clients have sentimental items that they wish to pass to family or friends upon their death.

While these items may be of little

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by Oktavina•
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The Nevada Board of Regents adopted a new definition of anti-Semitism

The Nevada Board of Regents voted Friday to adopt a new definition for anti-Semitism to use in anti-bias and anti-discrimination training at all of its higher education institutions.

As part of an update to its policies that will require Nevada’s colleges and universities to establish diversity training every two years, the board also adopted a new definition for anti-Semitism that is used by the International Holocaust Remembrance Alliance, an organization that works to educate communities about the Holocaust.

The alliance’s definition for antisemitism differs from other definitions in specifying that, “while not all criticism of Israel is antisemitic, criticism can

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by Oktavina•
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Are You Providing Patients with their Records Quickly Enough?

The Office of Civil Rights (OCR) continues to enforce their HIPAA Right of Access initiative on behalf of patients.

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Healthcare providers have been warned about complying with the HIPAA Right of Access as set out in the 21st Century CURES Act.

Now, providers are seeing words in action.

Since beginning the enforcement initiative, the OCR has brought forth 38 actions with financial penalties against healthcare providers in violation of the

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by Oktavina•
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Are Your Patients Searching for a New Doctor?

If your patients are not happy with their experience, they may be in the market for a new physician.

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Healthcare has historically been behind other industries in providing a patient-focused experience, leaving patients dissatisfied and often in search of a new place to receive care.

If you have patients who don’t return after their visit, cancel appointments, no-shows, or patients who call but don’t schedule a visit, it may be

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by Oktavina•