Message from our vice president of development

Spring Cleaning

I have a confession to make. I thoroughly enjoy all of the e orts it takes to make a house a home. I love cooking. I love cleaning. And I very much love organizing. So you should not be surprised to learn that I welcome spring and the seasonal tidying that accompanies it.

Spring can also be a good time to clean out, update, and organize your important records and documents. But before you host your own “shred fest” of old tax lings or supporting documentation, be sure you plan to either save hard copies of lings or scan them in a document scanner to keep electronically. While the Internal Revenue Service (IRS) states on their website that there are varying lengths of time to save various types of lings, a safe bet is seven years. You can visit IRS.gov for more information.

It’s also a great time to make sure that any powers of attorney (healthcare or nancial) are up to date and re ect your current wishes and relationships. Additionally, if you have any advanced directives, now is the time to revisit to make sure they still align with your thinking.

Last, in order to make sure that your wishes are honored, carefully review any bene ciary designations (life insurance policies, retirement accounts, or refunds), carefully read through your will or trust documents, and revisit any accounts or property that you may own with others to make sure your documents re ect your intent.

Life isn’t as simple as it used to be. But, with a little good tidying—it can certainly be made a bit easier.

Sarah J. Malchow, CFRE

Vice President of Development

Happy cleaning!

P.S.: If you are interested in more informative tips like these, be sure to sign up for our free twice-monthly newsletter. In it we share news, updates, and reminders about wills, trusts, and taxes. Please email Deb Meinert, philanthropy manager, at dmeinert@cedarcommunity.org or call her at 262.338.2819 to sign up today!

5595 County Road Z | West Bend, WI 53095

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CEDAR COMMUNITY SERVICES DIRECTORY

Independent Living

West Bend · Cedar Ridge Apartments · Cedar Ridge Homes · Cedar Lake Village Homes 262.338.4615 or 262.338.4617 Elkhart Lake · Cedar Landing Homes 920.876.4050

Assisted Living

West Bend · Cedar Bay East · Cedar Bay West · The Cottages (memory care) 262.306.4299 Elkhart Lake · Cedar Bay Elkhart Lake 920.876.4050

Short-term Rehabilitation and Skilled Nursing

·Cedar Lake Health and Rehabilitation Center 262.306.4240

Outpatient Rehabilitation

262.306.2150

Home Health & Hospice

262.306.2691

Restaurant and Catering

·Top of the Ridge Restaurant and Catering 262.338.2812

Cafés

·Market Café (Cedar Ridge Campus) 262.338.4614 ·Cedar Lake Café (Cedar Lake Campus) 262.306.2100, ext. 4128

Resale Shops

· Cedar Treasures (Cedar Ridge Campus) 262.338.8377 ·Cedar Closet (Cedar Lake Campus) 262.306.2100, ext. 4119

Cedar Community Salon & Spa Services

·Cedar Lake Health and Rehabilitation Center 262.306.4281 ·Cedar Ridge Apartments 262.338.2813 · Cedar Bay West 262.306.2130, ext. 4429 ·The Cottages 262.365.6500, ext. 5405

Cedar Community Main Number

262.306.2100

Cedar Lake Pharmacy

262.306.4289

Philanthropy 262.338.2819

Volunteers

262.306.4218

Careers

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