A will is a basic estate document that every adult should have even if you have a trust. For many households, a will can adequately manage your assets at the end of your plan. However, there are a few scenarios where you will want a trust instead of a will.
In this post, we walk you through a few key steps that we think about with clients as we develop their charitable giving plan to maximize benefit for charity and yourself.
Welcome back, readers. Today marks the end of our retirement community spotlight series and we are so grateful to leave you with a piece on Grand Living at Indian Creek.
I’m sure you have heard the saying, “the third time is the charm,” and that is exactly how we felt after interviewing Brian Kramer, Sales Director for Cottage Grove Place
Continuing our retirement community spotlight series, today we are excited to talk about the Keystones, another wonderful community in Cedar Rapids. We had the privilege to speak with Keystones’ Executive
Welcome, readers. We are delighted to kick-off our retirement community spotlight series with a profile of Meth-Wick Community. This Life Plan Community is located in Cedar Rapids, IA and takes
“Embrace uncertainty. Some of the most beautiful chapters in our lives won’t have a title until much later.” – Bob Goff One of the most beautiful, intoxicating parts of life are
What Estate Planning Documents Do You Really Need? Hi, this is Quinn Arnold with Arnold & Mote Wealth Management. People ask us what estate documents or wills do they need